Evan Pan (CRD# 6507893) is an Investment Advisor Representative working at Tax Efficient Asset Management Solution, Inc. in Costa Mesa, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pan Global Advisers, LLC | Costa Mesa, CA | Apr 2019 - Current | 5 |
| Tax Efficient Asset Management Solution, Inc. | Costa Mesa, CA | Jul 2018 - Current | 5 |
| Tww Invests, LLC | Lakeland, FL | Mar 2022 - Nov 2022 | < 1 |
| Fuller Investment Management Company | Pasadena, CA | Apr 2014 - Jun 2018 | 4 |
- CA
-
Total Assets Under Management99MILLIONS
-
Total Number of Accounts224ACCOUNTS
-
Average Account Value$441,615
- 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
- Selection of other advisers (including private fund managers)
CA, NC, TX
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