Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Melcher is a financial advisor at Captrust, a firm with approximately 852 billion dollars in regulatory assets under management. Evan provides financial planning, portfolio management, and other services to individuals, businesses, and institutions. Evan has been a registered representative for over 20 years. Evan has experience in a variety of financial products and services, including investment management, retirement planning, and insurance. Evan is committed to providing clients with personalized financial advice and guidance. Evan holds Series 6, 7, and 66 securities licenses and is also registered as an investment advisor representative in Georgia and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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GA
06/19/2019 - Present
Captrust (Alpharetta GA)
GA
11/16/2011 - 05/02/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
08/17/1998 - 02/08/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 12/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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