Laura Evans (CRD# 4135757) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Salt Lake City, UT and has over 19 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 3037835
Rock House Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortress Asset Management | Salt Lake City, UT | Mar 2018 - Current | 6 |
| Dynamic Wealth Advisors | Scottsdale, AZ | Feb 2018 - Current | 6 |
| Geneos Wealth Management | Salt Lake City, UT | Oct 2019 - Nov 2019 | < 1 |
| Crown Capital Securities, LP | Orange, CA | Jun 2015 - Feb 2018 | 2 |
| Yellowstone Partners, LLC | Salt Lake City, UT | Sep 2014 - Feb 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Salt Lake City, UT | Aug 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- UT
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Total Assets Under Management4,829MILLIONS
-
Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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