Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hopkins Evans has been in the financial services industry since May 2002. David Evans is currently registered with Avantax Advisory Services in Mount Arlington, New Jersey. David Evans is also a referring partner with Nisivoecia Wealth Advisors, LLC. David Evans specializes in providing financial services to individuals, corporations, and pension and profit sharing plans. David Evans is also registered as an Investment Advisor Representative in New Jersey and New York. Prior to joining Avantax Advisory Services, David Evans was registered with 1st Global Capital Corp. and 1st Global Advisors, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
10/25/2019 - Present
Avantax Advisory Services (MOUNT ARLINGTON NJ)
NJ
05/30/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (MOUNT ARLINGTON NJ)
BOTH
Issued 01/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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