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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Phillip Evans is an investment advisor representative with Sageview Advisory Group, LLC. John has been in the industry since 2003 and is currently registered with the state of Arizona, California, Maryland and New Jersey. He has a Series 6, Series 63, Series 65 and SIE. Prior to joining Sageview Advisory Group, John was a registered representative with MMC Securities Corp. John is a Managing Director at Sageview Advisory Group, LLC and provides asset management and 401k consulting services. The firm has offices in Newport Beach, California and Fulton, Maryland.
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.
A percentage of the total value of assets under management is charged.
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CA
06/12/2012 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
NY
07/13/2001 - 02/02/2004
MMC SECURITIES CORP. (NEW YORK NY)
IA
Issued 01/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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