Reid Evans (CRD# 6435810) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pella, IA and has over 9 years of experience in the finance industry. Reid 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.
CRD# 1492192
Cambridge Investment Research Advisors, Inc.
CRD# 4782220
Edward Jones
CRD# 6915898
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | West Des Moines, IA | Jul 2021 - Current | 2 |
| Poa For Elizabeth Evans | Pella, IA | Oct 2018 - Jul 2021 | 2 |
| Poa For Rose Evans | Pella, IA | Oct 2018 - Jul 2021 | 2 |
| Iowa Bankers Insurance And Services, Inc. | Pella, IA | Nov 2016 - Jul 2021 | 4 |
| Raymond James Financial Services, Inc. | Pella, IA | Nov 2015 - Jul 2021 | 5 |
| Raymond James Financial Services Advisors Inc. | Pella, IA | Nov 2015 - Jul 2021 | 5 |
| Marion County State Bank | Pella, IA | Jan 2015 - Jul 2021 | 6 |
| Central College | Pella, IA | Jul 2015 - Jul 2019 | 4 |
| Rce Consulting LLC | Pella, IA | Oct 2003 - Feb 2017 | 13 |
| Broker Dealer Financial Services Corp | West Des Moines, IA | Dec 2014 - Nov 2015 | < 1 |
| Central College | Pella, IA | Jul 2004 - Jan 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- IA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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