![Ronald Evans, financial advisor Monroe MI](/img/ws/profile-blank-sq.png)
Ronald Evans (CRD# 3097211) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Monroe, MI and has over 25 years of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
![David Abalos, financial advisor Monroe MI](/img/ws/profile-blank-sq.png)
CRD# 3016364
Edward Jones
![Nicholas Abalos, financial advisor Monroe MI](/img/ws/profile-blank-sq.png)
CRD# 6107473
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors, Inc. | Monroe, MI | Sep 2020 - Current | 3 |
Raymond James Financial Services, Inc. | Monroe, MI | Jan 1999 - Current | 25 |
Walker Financial Services | Monroe, MI | Jun 1997 - Current | 26 |
Walker & Evans LLC | Monroe, MI | Nov 2007 - Aug 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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