Yanyan Evans, financial advisor Folsom CA

Yanyan Evans

CRD Number: 6228049
Current Firm: Fidelity Personal And Workplace Advisors

Yanyan Evans (CRD# 6228049) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Folsom, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Folsom, CA Feb 2019 - Current 5
Morgan Stanley South Jordan, UT Jan 2017 - Nov 2018 1
Morgan Stanley Private Bank, N.a. New York, NY Jan 2017 - Nov 2018 1
Edward Jones St. Louis, MO Aug 2016 - Jan 2017 < 1
Wells Fargo Advisors LLC West Valley City, UT Jul 2013 - Aug 2016 3
Wells Fargo Bank Na West Valley City, UT Mar 2012 - Aug 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Yanyan A. Evans
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.

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