Paul Evans (CRD# 4055991) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 24 years of experience in the finance industry.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 4637991
Citizens Securities, Inc.
CRD# 2629994
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Newtown Square, PA | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Co | Newtown Square, PA | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Newtown, PA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Newtown Square, PA | Dec 1999 - Jan 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2008 |
- PA
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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