Frances Evans, financial advisor Shreveport LA
93 score

Frances Evans

CRD Number: 4539988
Current Firm: Spc

Frances Evans (CRD# 4539988) is an Investment Advisor Representative working at Spc in Shreveport, LA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities Ann Arbor, MI Aug 2014 - Current 2
Spc Ann Arbor, MI Mar 2010 - Current 6
Mcdaniel Financial Shreveport, LA Nov 2008 - Current 8
Sammons Securities Ann Arbor, MI Apr 2009 - Aug 2014 5
None Mt Airy, GA Sep 2008 - Nov 2008 < 1
Keith Boger Invest Clarkesville, GA Apr 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
Contact Info for Frances M. Evans
Phone Number: 734-663-1611
Registered State(s):
  • LA
  • TX
  • OH
  • OK
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
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
  • Pension consulting services
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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