Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Robert Davis is a financial advisor with over 25 years of experience in the financial services industry. Evan is registered with Franklin Distributors, LLC and has been with the firm since 11/11/2021. Previously, Evan worked at Legg Mason Investor Services, LLC, Legg Mason Wood Walker, Incorporated, and T. Rowe Price Investment Services, Inc.. Evan holds the Series 7, Series 24, Series 63, Series 99TO and SIE licenses and is registered to provide securities and investment advisory services in all 50 states.
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.
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.
1
2
MD
11/11/2021 - Present
Franklin Distributors, LLC (BALTIMORE MD)
MD
12/01/2005 - 10/12/2020
LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)
MD
09/08/1998 - 12/01/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
07/30/1996 - 08/25/1998
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BC
Issued 10/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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