Evoke Advisors

Evoke Advisors (CRD# 300856) is a financial advisory firm headquartered in Los Angeles, CA. They manage $13,362,939,383 in 9,915 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    13,363
    MILLION
  • Total Number of Accounts
    9,915
    ACCOUNTS
  • Average Account Value
    $1,347,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Evoke Advisors
Showing 1 - 10 of 27 top financial advisors.
1
Eric S. Bright
CRD#: 4851762
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Eric Bright (CRD# 4851762) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 17 years of experience in the finance industry.

2
Peter C. Chang
CRD#: 5381759
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Peter Chang (CRD# 5381759) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 14 years of experience in the finance industry.

3
Dillon J. Christensen
CRD#: 6080856
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Dillon Christensen (CRD# 6080856) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 10 years of experience in the finance industry.

4
Phuong-thuy T. Dinh
CRD#: 4893517
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Phuong-thuy Dinh (CRD# 4893517) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 19 years of experience in the finance industry.

5
Jeffrey S. Dore
CRD#: 4568096
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Jeffrey Dore (CRD# 4568096) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 21 years of experience in the finance industry.

6
David C. Hou
CRD#: 1987951
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

David Hou (CRD# 1987951) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 26 years of experience in the finance industry.

7
Kim P. Ip
CRD#: 1768284
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Kim Ip (CRD# 1768284) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 15 years of experience in the finance industry.

8
Melanie C. Jones
CRD#: 6707553
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Melanie Jones (CRD# 6707553) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 7 years of experience in the finance industry.

9
Darell L. Krasnoff
CRD#: 1030687
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Darell Krasnoff (CRD# 1030687) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 41 years of experience in the finance industry.

10
Jason E. Lefton
CRD#: 3233145
10635 Santa Monica Blvd., Suite 240, Los Angeles, CA 90025

Jason Lefton (CRD# 3233145) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 13 years of experience in the finance industry.

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