Andrew Evans, financial advisor Rockville MD
90 score

Andrew Evans

CRD Number: 5980324
Current Firm: Mml Investors Services, LLC

Andrew Evans (CRD# 5980324) is an Investment Advisor Representative working at Mml Investors Services, LLC in Rockville, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services Rockville, MD Jul 2013 - Current 3
Massmutual Rockville, MD Dec 2012 - Current 4
Northwestern Mutual Washington, DC Jul 2012 - Oct 2012 < 1
Joseph A. Bank Clothiers Bethesda, MD Sep 2011 - Jul 2012 < 1
Wells Fargo Advisors LLC Washington, DC Sep 2011 - Apr 2012 < 1
Wells Fargo Bank Na Washington, DC Jun 2010 - Apr 2012 1
Roanoke College Salem, VA Aug 2005 - May 2010 4
Situ8 Ideas Chicago, IL Jun 2009 - Dec 2009 < 1
Joseph A. Bank Clothiers Roanoke, VA Mar 2009 - Aug 2009 < 1
Round The Horn Nantucket, MA Jul 2007 - Aug 2007 < 1
Grey Lady Marine LLC Nantucket, MA Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Andrew D. Evans
Phone Number: (413)737-8400
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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