Scott Evans (CRD# 3092973) is an Investment Advisor Representative working at Chase Buchanan Usa in Princeton, TX and has over 19 years of experience in the finance industry. Scott 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chase Buchanan Wealth Management, LLC | Princeton, TX | Nov 2023 - Current | < 1 |
| Beacon Global Advisor Network, LLC | Atlanta, GA | Sep 2020 - Mar 2024 | 3 |
| Global Citizen Wealth Management | Glendale, CO | Jan 2020 - Sep 2020 | < 1 |
| Johnston & Associates | Glendale, CO | Aug 2018 - Dec 2019 | 1 |
| Unemployed | Denver, CO | Apr 2018 - Sep 2018 | < 1 |
| Northwestern Mutual Investment Services LLC | Denver, CO | Oct 2016 - Mar 2018 | 1 |
| Scott Sparks | Denver, CO | Oct 2016 - Mar 2018 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Oct 2016 - Mar 2018 | 1 |
| Amalthea Capital | Littleton, CO | Apr 2015 - Oct 2016 | 1 |
| Student | Denver, CO | Aug 2008 - Apr 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2016 |
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- CA
- TX
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Total Assets Under Management35MILLIONS
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Total Number of Accounts81ACCOUNTS
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Average Account Value$430,320
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, TX
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