Ancle Evans (CRD# 6463014) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waco, TX and has over 8 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Advisors | Waco, TX | Oct 2023 - Current | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2017 - Oct 2023 | 6 |
First Command Advisory Services, Inc. | Fort Worth, TX | Jun 2017 - Oct 2023 | 6 |
First Command Insurance Service, Inc. | Fort Worth, TX | Jun 2017 - Oct 2023 | 6 |
Crocker Assembly Of God | Crocker, MO | Oct 2015 - Nov 2018 | 3 |
First Command Financial Planning, Inc. | Fort Worth, TX | May 2017 - Jun 2017 | < 1 |
Country Capital Management Company | Bloomington, IL | Mar 2016 - May 2017 | 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2015 - Mar 2016 | < 1 |
Us Army | Fort Leonard Wood, MO | May 2001 - Aug 2015 | 14 |
First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2015 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2015 |
S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- NM
- TX
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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