Evident Financial

Evident Financial (CRD# 281661) is a financial advisory firm headquartered in Erie, PA. They manage $71,557,676 in 143 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
900 State Street, Suite 103, Erie, PA 16501
http://www.evidentfinancial.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $500,403
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, PA

Financial Advisors at Evident Financial
Showing 1 - 2 of 2 top financial advisors.
1
David Cullen, financial advisor Erie PA
David M. Cullen
CRD#: 6577478
900 State Street, Suite 103, Erie, PA 16501

David Cullen (CRD# 6577478) is an Investment Advisor Representative working at Evident Financial in Erie, PA and has 1 year of experience in the finance industry.

2
Richard Makowski, financial advisor Erie PA
Richard Makowski
CRD#: 7326708
900 State Street, Suite 103, Erie, PA 16501

Richard Makowski (CRD# 7326708) is an Investment Advisor Representative working at Evident Financial in Erie, PA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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