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David Michael Evans

Optima Capital LLC

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About David Michael Evans

David 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.

Firm Information

David Evans is currently registered with Optima Capital LLC. Optima Capital LLC is an investment advisor headquartered in BEAVERTON, OR. The firm has 4 licensed agents and 6 investment adviser representatives, managing $247,698,070 in assets for 1,375 clients. They provide financial planning, advisory consulting, and portfolio management services to individuals and high-net-worth individuals.
Optima Capital LLC

500 SW 116TH AVE.

BEAVERTON, OR 97225

$247.70M

Assets Under Management

10

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Evans’s Registration & Firm History

OR

01/14/2021 - Present

Optima Capital LLC (BEAVERTON OR)

MO

11/13/2012 - 12/04/2020

ROYAL ALLIANCE ASSOCIATES, INC. (LIBERTY MO)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Evans.
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