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Mary Katherine Evans

Charles Schwab & CO., Inc.

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About Mary Katherine Evans

Mary Katherine Evans is a financial professional with over 30 years of experience in the industry. Mary is currently registered with Charles Schwab & Co., Inc. and is licensed to provide securities and investment advice in all 50 states. Mary holds the Series 6, 7TO, and SIE licenses as well as the Uniform Securities Agent State Law Examination. Mary has previously worked for BirchTree Financial Services, Inc. and H.D. Vest Investment Securities, Inc. Mary's experience includes working with a wide range of clients and providing financial advice on various subjects such as financial planning, portfolio management and selection of other advisors.

Firm Information

Mary Evans is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mary Evans’s Registration & Firm History

NE

04/14/2023 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NA

08/27/1992 - 06/18/1993

BIRCHTREE FINANCIAL SERVICES, INC.

NA

09/27/1990 - 09/10/1992

H.D. VEST INVESTMENT SECURITIES, INC.

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Licenses & Designations

BC

Issued 04/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2023

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mary Katherine Evans.
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