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Christopher Forrest Stevenson

Evolve Investing LLC

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About Christopher Forrest Stevenson

Christopher Stevenson is a financial advisor with over 10 years of experience in the industry. Christopher is currently registered with Evolve Investing LLC and Forrest Financial Partners LLC. Christopher has a strong background in financial planning and portfolio management. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals. Christopher also holds the Chartered Financial Analyst designation.

Firm Information

Christopher Stevenson is currently registered with Evolve Investing LLC. Evolve Investing LLC is an investment advisor with 2 investment advisor representatives. The firm manages approximately $31,321,833 in regulatory assets under management for 115 clients. The firm provides financial planning, educational seminars, portfolio management for individuals, and portfolio management for businesses.

$31.32M

Assets Under Management

32

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Stevenson’s Registration & Firm History

UT

10/17/2024 - Present

Evolve Investing LLC (SANDY UT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Forrest Stevenson.
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