Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Evans is a Registered Representative and Investment Advisor Representative with Fisher Investments. David has been in the securities industry since 1991 and has a broad range of experience. David is licensed to sell securities in Texas and provides investment advice to individuals, businesses, investment companies, and pooled investment vehicles. David also provides portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
11/17/2021 - Present
Fisher Investments (PLANO TX)
NE
02/24/2004 - 04/11/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
09/25/2003 - 01/21/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
04/04/2002 - 09/08/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
10/30/1992 - 04/18/2002
QUICK & REILLY, INC. (NEW YORK NY)
MD
10/03/1991 - 10/21/1992
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 4 - Registered Options Principal Examination
BC
Issued 09/01/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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