Unclaimed
Kyle William Evans is a registered investment advisor representative with Stephens. Kyle has been in the industry since April 26, 2005 and holds several licenses and certifications including Series 7, 24, 63, 65, 86 and 87. Kyle has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Stephens is a well-respected firm with a strong reputation for providing a wide range of financial services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
05/30/2018 - Present
Stephens (LITTLE ROCK AR)
AR
08/27/1999 - 02/27/2009
STEPHENS INC. (LITTLE ROCK AR)
IA
Issued 05/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/15/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kyle Evans is the right advisor for you? Invested Better is here to help.