Kristen Evans (CRD# 7006985) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lewisville, TX and has over 5 years of experience in the finance industry.
CRD# 2402555
Momentum Independent Network Inc.
CRD# 2936618
Fisher Investments
CRD# 1286432
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Premier Bank, Ssb | Lewisville, TX | Sep 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Lewisville, TX | Sep 2022 - Current | 2 |
| Wells Fargo Clearing Services, LLC | Plano, TX | May 2019 - Sep 2022 | 3 |
| Wells Fargo Bank, Na | Irving, TX | Sep 2016 - Sep 2022 | 6 |
| Wells Fargo Clearing Services, LLC | Irving, TX | Aug 2018 - Apr 2019 | < 1 |
| First Bank Kansas | Hutchinson, KS | Jul 2014 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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