Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Ball is an investment advisor representative at Fisher Investments. Evan has been in the financial services industry since 2014. Evan is registered to offer investment advice in Texas. Evan holds the Series 6, Series 7TO, Series 63, and Series 66 licenses, as well as the SIE exam. Evan has experience working with individuals, businesses, and high net worth individuals. Evan specializes in portfolio management, financial planning, and portfolio assessment.
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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TX
02/15/2024 - Present
Fisher Investments (PLANO TX)
CA
02/16/2023 - 02/12/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)
CA
04/22/2022 - 02/03/2023
PRUCO SECURITIES, LLC. (SHERMAN OAKS CA)
CA
09/20/2019 - 10/07/2021
WELLS FARGO CLEARING SERVICES, LLC (PACIFIC PALISADES CA)
CA
08/01/2014 - 07/24/2019
WELLS FARGO CLEARING SERVICES, LLC (PACIFIC PALISADES CA)
BOTH
Issued 06/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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