Evan Hufnagle, financial advisor Philadelphia PA

Evan Hufnagle

CRD Number: 7546063
Current Firm: Florida Financial Advisors, LLC

Evan Hufnagle (CRD# 7546063) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Philadelphia, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Florida Financial Advisors Dba Tristate Financial Advisors Philadelphia, PA Apr 2022 - Current 1
None New Tripoli, PA Dec 2021 - Apr 2022 < 1
Hyatt Dewey Beach, DE Sep 2021 - Dec 2021 < 1
Dc Restaurant Group Bethany Beach, DE Jun 2021 - Aug 2021 < 1
University Of Delaware Newark, DE Aug 2016 - Jun 2021 4
Northwestern Lehigh New Tripoli, PA Aug 2003 - Jun 2016 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Evan D. Hufnagle
Phone Number: (813) 333-1683
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    95
    MILLIONS
  • Total Number of Accounts
    3,750
    ACCOUNTS
  • Average Account Value
    $25,286
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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