Evoadvisers
Evoadvisers (CRD# 149615) is a financial advisory firm headquartered in Richmond, VA. They manage $231,707,517 in 839 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management232MILLION
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Total Number of Accounts839ACCOUNTS
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Average Account Value$276,171
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, NH, TX, VA
John Clair (CRD# 5523158) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has over 15 years of experience in the finance industry.
David Obrien (CRD# 4776650) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has over 20 years of experience in the finance industry.
Jamie Lynn Byram (CRD# 7787666) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has 1 year of experience in the finance industry.
John O'brien (CRD# 7520563) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has 1 year of experience in the finance industry.