Gregg EvangelistCRD Number: 4631722
Current Firm: Oak Financial Group Inc.
Gregg Evangelist (CRD# 4631722) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 14 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Scholtz & Co
|Oak Financial Group, Inc.||Stamford, CT||Feb 2010 - Current||7|
|Pinnacle Associates Ltd.||New York, NY||Apr 2009 - Feb 2010||< 1|
|Baxter Investment Management||Greenwich, CT||Jan 2003 - Jan 2009||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2003|
Total Assets Under Management255MILLIONS
Total Number of Accounts882ACCOUNTS
Average Account Value$288,995
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT