Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Cole is a financial advisor with over 37 years of experience. Evan is registered with Commonwealth Financial Network in Scottsdale, Arizona. Evan's previous experience includes positions at Cambridge Investment Research, Woodbury Financial Services, Financial West Group, FSC Securities Corporation, VALIC Financial Advisors, and The Variable Annuity Marketing Company. Evan has a broad range of experience in the financial services industry and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and other entities.
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.
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.
1
2
AZ
03/23/2023 - Present
Commonwealth Financial Network (SCOTTSDALE AZ)
NM
10/16/2009 - 04/07/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Albuquerque NM)
CA
03/23/2009 - 10/20/2009
WOODBURY FINANCIAL SERVICES, INC. (FAIR OAKS CA)
NV
10/03/2008 - 03/23/2009
FINANCIAL WEST GROUP (RENO NV)
CA
06/11/2007 - 01/28/2008
FSC SECURITIES CORPORATION (FAIR OAKS CA)
CA
10/15/1997 - 06/05/2007
VALIC FINANCIAL ADVISORS, INC. (ROSEVILLE CA)
TX
03/25/1985 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 04/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/01/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Evan Cole is the right advisor for you? Invested Better is here to help.
