David Evans, financial advisor Oklahoma City OK
96 score

David Evans

CRD 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 34 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.

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Professional Designations
Company Name Location Dates Years
Comprehensive Financial Planning, Inc. Oklahoma City, OK Jan 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
Contact Info for David K. Evans
Phone Number: 405-879-1117
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    115
    MILLIONS
  • Total Number of Accounts
    402
    ACCOUNTS
  • Average Account Value
    $286,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OK

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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