Evan GremillionCRD Number: 5542395
Current Firm: Morgan Stanley
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||Portland, OR||Sep 2009 - Current||7|
|Wells Fargo||Westlinn, OR||Jun 2009 - Sep 2009||< 1|
|Oregon State University||Corvallis, OR||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Dec 2009|
|S66||NASAA Uniform Combined State Law Examination||Jan 2010|
|S31||Futures Managed Funds Examination||Dec 2010|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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The investments listed may not be suitable for all investors.
Morgan Stanley Smith Barney LLC recommends that investors
independently evaluate particular investments, and encourages
investors to seek the advice of a financial advisor. The
appropriateness of a particular investment will depend upon an
investor's individual circumstances and objectives.
For more information on the ranking methodology for the award(s) listed above, go to http://www.morganstanleyfa.com/gullagremillion/
Neither Morgan Stanley nor any of its Financial Advisors paid a fee in exchange for the rating(s).
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
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