Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Evans is a financial advisor in the state of Missouri. David is currently registered with Optima Capital LLC and has been in the industry since 2012. David has experience working with clients at Royal Alliance Associates, Inc. in Liberty, Missouri. David has a Series 66 license and Series 7 license and a SIE exam. David is a financial advisor who focuses on individuals and high-net-worth clients.
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.
Personalized portfolio management to meet individual financial objectives.
Advisory 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.
A percentage of the total value of assets under management is charged.
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OR
01/14/2021 - Present
Optima Capital LLC (BEAVERTON OR)
MO
11/13/2012 - 12/04/2020
ROYAL ALLIANCE ASSOCIATES, INC. (LIBERTY MO)
BOTH
Issued 12/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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