James Evans (CRD# 6793785) is an Investment Advisor Representative working at Stone Wealth Strategies in Denver, CO and has over 7 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 5267609
Lpl Financial LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stone Advisors Inc. Dba Stone Wealth Strategies | Denver, CO | Aug 2020 - Current | 3 |
| Law Office Of James Evans | Denver, CO | Sep 1979 - Current | 44 |
| Mathies Financial Partners | Denver, CO | May 2017 - May 2020 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2017 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CO, FL, TX
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