Robert Evans (CRD# 2724463) is an Investment Advisor Representative working at Redwood Private Wealth in College Station, TX and has over 28 years of experience in the finance industry. Robert Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5699206
Securities America Advisors, Inc.
CRD# 2994965
Raymond James Financial Services Advisors, Inc.
CRD# 5786080
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Private Wealth | Phoenix, AZ | Nov 2021 - Current | 2 |
| Redwood Tax Specialists | College Station, TX | Feb 2021 - Current | 3 |
| National Gold Consultants | College Station, TX | May 2016 - Current | 7 |
| Evans & Evans | College Station, TX | Aug 1992 - Current | 31 |
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Oct 2018 - Nov 2021 | 3 |
| Brookstone Capital Management | Wheaton, IL | Jan 2018 - Oct 2018 | < 1 |
| Virtue Capital Management, LLC | Nashville, TN | May 2015 - Jan 2018 | 2 |
| Quartermaster Wealth Management | College Station, TX | May 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
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- TX
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,788ACCOUNTS
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Average Account Value$149,643
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