Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Connell is an active investment advisor representative registered with Cambridge Investment Research Advisors, Inc. in Oregon and Washington. Evan has been in the industry since 2002 and has worked for several financial firms, including CRI Securities, LLC, Securian Financial Services, Inc., and Sentra Securities Corporation. Evan is registered to offer securities and investment advisory services in 12 states. Evan holds the Series 6, 63, 65 and SIE licenses and is an active member of the securities industry.
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.
Solicitation fees from 3rd party money managers
1
2
OR
02/18/2021 - Present
Cambridge Investment Research Advisors, Inc. (Portland OR)
OR
01/10/2005 - 12/23/2011
CRI SECURITIES, LLC (PORTLAND OR)
OR
12/15/2000 - 12/23/2011
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
AZ
10/20/1998 - 12/07/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 10/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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