Unclaimed
John David Evans is a financial advisor with over 17 years of experience. John is currently registered with Avantax Advisory Services and has been in the industry since September 2002. John has been a registered representative of Avantax Advisory Services since October 2019. He is licensed to provide investment advice in Arkansas and Oklahoma. John specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. John is also a member of Landmark CPA, PLC and has been involved in the financial services industry for over 17 years.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
AR
09/09/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ROGERS AR)
BOTH
Issued 10/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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