David EvansCRD Number: 1060172
Current Firm: Comprehensive Financial Planning Inc.
David Evans (CRD# 1060172) is an Investment Advisor Representative working at Comprehensive Financial Planning Inc. in Oklahoma City, OK and has over 35 years of experience in the finance industry. David Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
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|Comprehensive Financial Planning, Inc.||Oklahoma City, OK||Jan 1988 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
Total Assets Under Management115MILLIONS
Total Number of Accounts402ACCOUNTS
Average Account Value$286,151
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses