Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Francks is a financial advisor at Capital Client Group, Inc. Evan has been working in the financial industry since 2011 and has experience with both broker-dealer and investment advisor roles. Evan is registered as an investment advisor representative in California. Evan holds Series 3, 7, and 66 licenses and is also a registered representative in 53 states. Evan previously worked at PIMCO Investments LLC in Newport Beach, California, and Wells Fargo Advisors, LLC in Williamsburg, Virginia.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
03/14/2022 - Present
Capital Client Group, Inc. (Los Angeles CA)
CA
08/08/2013 - 02/25/2022
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
VA
10/24/2011 - 07/25/2013
WELLS FARGO ADVISORS, LLC (WILLIAMSBURG VA)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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