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 financial advisor with Empower Advisory Group, LLC, based in Greenwood Village, CO. David has been working in the financial industry since 2008. David holds a Series 7, Series 63, Series 24, and Series 4 license and has passed the SIE Exam. David is also a Certified Financial Planner. David is experienced in financial planning, portfolio management for individuals, and providing educational seminars to clients. David has experience working with a range of clients, including individuals, corporations, and charitable organizations. David previously worked at E*TRADE Securities LLC and Personal Capital Advisors Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
10/10/2019 - 02/02/2021
E*TRADE SECURITIES LLC (Centennial CO)
CO
10/03/2008 - 03/09/2018
SCOTTRADE, INC. (WESTMINSTER CO)
BOTH
Issued 04/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2015
Series 4 - Registered Options Principal Examination
BC
Issued 04/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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