Evan Fricks (CRD# 7358877) is an Investment Advisor Representative working at Masterplan Retirement Consultants in Marietta, GA and has 1 year of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Masterplan Retirement Consultants, Inc. | Marietta, GA | Oct 2023 - Current | < 1 |
Masterplan Retirement Consultants, Inc. | Marietta, GA | Nov 2018 - Current | 5 |
Fricks And Associates, Inc. | Marietta, GA | Nov 2018 - Current | 5 |
Charter Coffeehouse | Brooklyn, NY | Oct 2016 - Nov 2018 | 2 |
Blue Bottle | Brooklyn, NY | Apr 2015 - Oct 2016 | 1 |
Ports Coffee And Tea | New York, NY | Jan 2014 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- AL
- FL
- GA
- LA
- NC
- SC
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, FL, GA, LA, NC, SC, TX
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