Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Evans is a financial advisor with over 20 years of experience in the industry. David is registered with J. W. Cole Advisors, Inc. and has a Series 7, Series 6, Series 63, and Series 65 license. David has worked with a variety of clients, including individuals, corporations, and charitable organizations. His firm provides financial planning, portfolio management, and other services to clients. David is dedicated to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consulting
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.
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2
TX
07/08/2002 - Present
J. W. Cole Advisors, Inc. (SUGARLAND TX)
FL
07/08/2002 - 09/05/2003
JONATHAN ROBERTS FINANCIAL GROUP, INC. (TAMPA FL)
TX
01/14/1998 - 07/26/2002
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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