Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen McCulloch is a registered investment advisor representative with Evoke Advisors. Kristen has been in the industry since January 2022. Kristen has a Series 65 license. Evoke Advisors is an investment advisory firm that provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and pooled investment vehicles.
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.
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.
Administrtive service, financial planning, and sub-advisory fees
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CA
07/10/2023 - Present
Evoke Advisors (LOS ANGELES CA)
IA
Issued 07/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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