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Evan Davies is a financial advisor at Praetorian Guard, a division of Praetorian Wealth Management, INC. Evan is a Certified Financial Planner™ professional. Evan has been working in the financial industry since November 2014 and is registered with the state of Maryland. Evan specializes in working with high-net-worth individuals, charitable organizations, and corporations and other businesses. Evan and Praetorian Guard provide financial planning, and portfolio management for individuals and businesses.
3775 VIA NONA MARIE
CARMEL, CA 93923
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.
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.
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CA
11/14/2024 - Present
Praetorian Guard, A Division OF Praetorian Wealth Management,INC (CARMEL CA)
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Inactive
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