![Kenneth Evans, financial advisor Santa Cruz CA](/img/ws/profile-blank-sq.png)
Kenneth Evans (CRD# 7763321) is an Investment Advisor Representative working at Morgan Stanley in Santa Cruz, CA and has 1 year of experience in the finance industry.
![Richard Abarca, financial advisor Santa Cruz CA](/img/ws/profile-blank-sq.png)
CRD# 6828753
Fidelity Personal And Workplace Advisors
![Victor Acevedo, financial advisor Santa Cruz CA](/img/ws/profile-blank-sq.png)
CRD# 5946406
J.p. Morgan Securities LLC
![Jose-luis Aceves, financial advisor Santa Cruz CA](/img/ws/profile-blank-sq.png)
CRD# 5084885
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Morgan Stanley | Scotts Valley, CA | Jul 2023 - Current | < 1 |
Epicenter Cycling | Aptos, CA | May 2018 - Jul 2023 | 5 |
The Bike Shop | Kailua, HI | Oct 2016 - Apr 2018 | 1 |
Unemployed | Aptos, CA | Jun 2016 - Oct 2016 | < 1 |
Epicenter Cycling | Aptos, CA | Feb 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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