Evan WolkCRD Number: 4604354
Current Firm: Kms Financial Services, Inc.
Evan Wolk (CRD# 4604354) is an Investment Advisor Representative working at Kms Financial Services, Inc. in Parkland, FL and has over 14 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Kms Financial Services, Inc.||Seattle, WA||Jun 2013 - Current||4|
|1st Worldwide Advisors, LLC||Chicago, IL||Feb 2008 - Jun 2013||5|
|1st Worldwide Financial Partners, LLC||Shrewsbury, NJ||Jul 2006 - Jun 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management5,174MILLIONS
Total Number of Accounts24,587ACCOUNTS
Average Account Value$210,434
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV