Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Claude Evans is a financial advisor with over 35 years of experience in the industry. John is currently registered with Lincoln Investment and has been with them since 1998. John provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. John also provides investment advice to clients through Legend Equities Corporation, Legend Capital Corporation, Washington Square Securities, Inc., Benefitscorp Equities, Inc., and PAMCO Securities and Insurance Services. John is a licensed agent with American National Insurance Company, Life Insurance Company of the Southwest, and Old Mutual. John is committed to providing his clients with the highest level of service and expertise.
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.
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.
1
2
CA
02/23/1998 - Present
Lincoln Investment (BAKERSFIELD CA)
FL
01/01/1994 - 03/18/1998
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
FL
01/18/1993 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CT
03/21/1988 - 12/19/1992
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NA
11/02/1987 - 04/08/1988
BENEFITSCORP EQUITIES, INC.
NA
03/27/1987 - 04/13/1987
PAMCO SECURITIES AND INSURANCE SERVICES
NA
05/22/1986 - 03/17/1987
BENEFITSCORP EQUITIES, INC.
NA
04/19/1983 - 05/29/1986
UR FINANCIAL, INC., A CALIFORNIA CORPORATION
BC
Issued 02/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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