Unclaimed
Matthew Evans is a registered investment advisor representative with Mariner Independent. Matthew Evans has been in the industry since 2022 and is registered in California. Matthew Evans has been with Mariner Independent since January 2025 and has a Series 65 license. Matthew Evans is affiliated with Ocean Path Advisors and is also registered with Mariner Platform Solutions.
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.
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
01/24/2025 - Present
Mariner Independent (Manhattan Beach CA)
Active
Inactive
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