Unclaimed
Evan Russell is a financial advisor with Raymond James Financial Services Advisors, Inc. Evan is registered with the state of Tennessee as an Investment Advisor Representative (IAR) and holds the Series 7TO, Series 66, and SIE licenses. Evan has been a financial advisor for less than 1 year and specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Evan is a member of Round Table Advisors and is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
05/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
BOTH
Issued 05/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Evan Russell is the right advisor for you? Invested Better is here to help.