Evan PressCRD Number: 5595241
Current Firm: H.d. Vest Advisory Services, Inc.
Evan Press (CRD# 5595241) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Woodland Hills, CA and has over 6 years of experience in the finance industry. Evan Press has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Ira Wealth Management
|Hd Vest Advisory Services||Woodland Hills, CA||Jun 2016 - Current||1|
|Hd Vest Insurance Agency||Irving, TX||Jun 2016 - Current||1|
|Hd Vest Investment Services||Woodland Hills, CA||Jun 2016 - Current||1|
|Hornstein Law Offices||Woodland Hills, CA||Nov 2008 - Current||9|
|Lpl Financial LLC||Woodland Hills, CA||May 2011 - Jun 2016||5|
|Unemployed||Sherman Oaks, CA||Sep 2007 - Nov 2008||1|
|Program For Torture Survivors||Los Angeles, CA||May 2007 - Sep 2007||< 1|
|Unemployed||Sherman Oaks, CA||Sep 2006 - May 2007||< 1|
|Valley Community Clinic||North Hollywood, CA||Apr 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)