Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Hollen Evans is a registered representative with Raymond James Financial Services Advisors, Inc. Paul has been in the industry since 2006 and has a wide range of experience in financial planning and investment management. Paul holds a Series 7, Series 66, and SIE license. Paul is registered in 49 states and the District of Columbia for both securities and investment advisory services. Paul is a founding partner of SilverTree Wealth Partners, a DBA for the business with Raymond James.
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
AZ
05/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Scottsdale AZ)
AZ
09/26/2006 - 05/20/2021
EDWARD JONES (SCOTTSDALE AZ)
BOTH
Issued 10/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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