Kristen Evans, financial advisor Westlake TX

Kristen Evans

CRD Number: 7006985
Current Firm: Charles Schwab & Company, Inc.

Kristen Evans (CRD# 7006985) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Premier Bank, Ssb Lewisville, TX Sep 2022 - Current 1
Charles Schwab & Company, Inc. Lewisville, TX Sep 2022 - Current 1
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
Contact Info for Kristen R. Evans
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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, 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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