Daniel Evans, financial advisor Williamsburg VA

Daniel Evans

CRD Number: 6721635
Current Firm: Primerica Advisors

Daniel Evans (CRD# 6721635) is an Investment Advisor Representative working at Primerica Advisors in Williamsburg, VA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Jsl Tecnologies, Inc. Fort Eustis, VA Nov 2020 - Current < 1
Pfs Investments Inc. Williamsburg, VA Nov 2016 - Current 4
Primerica Financial Services Williamsburg, VA Jun 2016 - Current 5
Us Navy Fort Eustis, VA Jun 1992 - Dec 2020 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Daniel T. Evans
Phone Number: 800-544-5445
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, WY

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