Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jefferson Evans is a financial advisor with over 30 years of experience in the industry. David is currently registered with Cetera Investment Advisers LLC and has offices in Dallas, TX. David is licensed to provide financial advice in 31 states and has a wide range of experience in financial planning, portfolio management, and investment advisory services. David offers services to individuals, businesses, retirement plans, and charitable organizations. Previous employment includes Sunamerica Securities, Inc., Southmark Financial Services, Inc. and Protective Equity Services, Inc.. David is a CERTIFIED FINANCIAL PLANNER™ professional.
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.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (DALLAS TX)
AZ
06/18/1989 - 07/11/1990
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
03/24/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
11/21/1986 - 03/30/1987
PROTECTIVE EQUITY SERVICES, INC.
BC
Issued 11/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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