Unclaimed
Christopher Evans is a financial advisor with over 13 years of experience in the financial services industry. Christopher is currently registered with Vanguard Advisers, Inc. and has been with the firm since September of 2014. Christopher has been registered with the Securities and Exchange Commission (SEC) since 2004 and has experience with a variety of financial products and services, including investment advisory, financial planning and portfolio management. Christopher is a Certified Financial Planner and has a Series 66, Series 7 and SIE license. Christopher has specialized in providing financial advice to high-net-worth individuals, corporations, charitable organizations and pooled investment vehicles. Christopher has previously worked for firms such as COUNTRY CAPITAL MANAGEMENT COMPANY, CHARLES SCHWAB & CO., INC., and AXA ADVISORS, LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
12/22/2017 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
NV
11/25/2013 - 08/21/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (LAS VEGAS NV)
AZ
01/22/2009 - 07/16/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
CA
11/10/2004 - 07/01/2008
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 01/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Evans is the right advisor for you? Invested Better is here to help.