Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Thomas Evens is a financial advisor with over 30 years of experience in the industry. Kyle is a registered representative with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in Georgia and Texas. Kyle has a strong background in financial planning and investment management and provides a wide range of services to individuals, families, and businesses. Kyle specializes in helping clients achieve their financial goals, whether it’s planning for retirement, saving for college, or protecting their assets. Kyle has previously worked for Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Kyle is committed to providing personalized advice and service to his clients and is dedicated to helping them achieve their financial dreams.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
04/24/2018 - Present
Raymond James Financial Services Advisors, Inc. (ROSWELL GA)
GA
01/01/2008 - 04/30/2018
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
04/08/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALPHARETTA GA)
NA
08/31/1989 - 10/31/1990
CAROLINA FIRST SECURITIES GROUP, INC.
NA
06/25/1988 - 03/31/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 06/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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