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Phillip Richard Evans

Valeo Financial Advisors, LLC

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About Phillip Richard Evans

Phillip Evans is a financial advisor with Valeo Financial Advisors, LLC. Phillip is based in Carmel, IN and has been in the industry since May 1991. Phillip has earned a Certified Financial Planner designation. Phillip has experience working with high-net-worth individuals, corporations, and charitable organizations. Valeo Financial Advisors, LLC offers a range of services including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

Firm Information

Phillip Evans is currently registered with Valeo Financial Advisors, LLC. Valeo Financial Advisors, LLC is an investment advisor based in Carmel, Indiana. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Valeo Financial Advisors, LLC has approximately $8.9 billion in regulatory assets under management.
Valeo Financial Advisors, LLC

10 W. CARMEL DR STE 400

CARMEL, IN 46032-3357

$8.94B

Assets Under Management

Not reported

Total Clients

88

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of client net worth

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Phillip Evans’s Registration & Firm History

IN

05/28/2003 - Present

Valeo Financial Advisors, LLC (CARMEL IN)

NA

05/06/1991 - 03/22/1994

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

NA

05/06/1991 - 03/22/1994

IDS LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 05/09/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Richard Evans.
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