Unclaimed
Don Louis Evans is a financial advisor with Edward Jones, a firm with a history of serving individual investors. Don has been in the industry since 1993 and has experience with a variety of financial institutions including Wells Fargo Advisors, LLC and Fidelity Brokerage Services, Inc. Don is a Registered Representative and Investment Advisor Representative and is currently licensed in 13 states. Don provides a variety of financial services including financial planning, pension consulting, and portfolio management. Don's experience and commitment to his clients make him a valuable resource for those looking for financial guidance.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/01/2015 - Present
Edward Jones (TRINITY TX)
TX
05/13/2011 - 07/06/2015
WELLS FARGO ADVISORS, LLC (THE WOODLANDS TX)
TX
03/01/2001 - 05/17/2011
EDWARD JONES (HUNTSVILLE TX)
RI
11/18/1993 - 01/26/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
09/22/1993 - 10/29/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/22/1993 - 10/29/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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