Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Fricks is an Investment Advisor Representative with MasterPlan Retirement Consultants. Evan has been in the industry since 2018 and specializes in retirement planning, financial planning, and insurance services. Evan is registered with the state of Georgia and other states. Evan is a licensed insurance agent and has experience in insurance business as well. Evan holds a Series 65 license.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Referral fees/pension consulting fees fees
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GA
11/01/2023 - Present
Masterplan Retirement Consultants (MARIETTA GA)
IA
Issued 09/19/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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