Evan Press, financial advisor Van Nuys CA
96 score

Evan Press

CRD Number: 5595241
Current Firm: Evan Press, Cfp®

Evan Press (CRD# 5595241) is an Investment Advisor Representative working at Evan Press, Cfp® in Van Nuys, 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.

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Professional Designations
Company Name Location Dates Years
Evan Press, Cfp Van Nuys, CA Jun 2017 - Current < 1
Hd Vest Insurance Agency Irving, TX Jun 2016 - May 2017 < 1
Hd Vest Investment Services Woodland Hills, CA Jun 2016 - May 2017 < 1
Hd Vest Advisory Services Woodland Hills, CA Jun 2016 - May 2017 < 1
Hornstein Law Offices Woodland Hills, CA Nov 2008 - May 2017 8
Lpl Financial LLC Woodland Hills, CA May 2011 - Jun 2016 5
Unemployed Sherman Oaks, CA Sep 2007 - Nov 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Evan L. Press
Phone Number: 8186130869
Registered State(s):
  • CA
Current Firm Details
Evan Press, Cfp®
Firm's CRD Number: 289378
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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