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Evan Charles Coartney

Churchill Financial, LLC

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About Evan Charles Coartney

Evan Charles Coartney is a financial advisor in Louisville, KY, and has been working in the financial services industry for more than four years. Evan is a Registered Representative and Investment Advisor Representative. He is registered with Churchill Financial, LLC and Churchill Financial Advisors, LLC in Kentucky, Indiana and Texas. Evan is a Certified Financial Planner. He has been with Churchill Financial, LLC for more than a year, serving individuals and businesses. Evan is also a Vice President of Accounting and Administration at Churchill Financial Advisors, LLC.

Firm Information

Evan Coartney is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Evan Coartney’s Registration & Firm History

KY

06/25/2024 - Present

Churchill Financial, LLC (LOUISVILLE KY)

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Licenses & Designations

BOTH

Issued 07/08/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2023

Series 4 - Registered Options Principal Examination

BC

Issued 02/13/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/10/2023

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 12/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Charles Coartney.
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