Evan Anthony (CRD# 7858397) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia, PA | Jan 2024 - Current | < 1 |
College - Drexel University | Philadelphia, PA | Sep 2020 - Dec 2023 | 3 |
Leaf Commercial Capital | Philadelphia, PA | Sep 2022 - Oct 2023 | 1 |
Target | Pittsburgh, PA | Mar 2018 - Jan 2021 | 2 |
North Allegheny High School | Pittsburgh, PA | Aug 2016 - Jun 2020 | 3 |
North Allegheny Middle School | Pittsburgh, PA | Aug 2013 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- PA
-
Total Assets Under Management199MILLIONS
-
Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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