Evelyn Eckstrom (CRD# 7232448) is an Investment Advisor Representative working at Davenport & Company LLC in Williamsburg, VA and has over 3 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Davenport & Company | Williamsburg, VA | Feb 2020 - Current | 4 |
Hampton Family Practice | Hampton, VA | Oct 2018 - Feb 2020 | 1 |
Starbucks | Newport News, VA | Oct 2018 - Mar 2019 | < 1 |
Tidewater Physicians Multispecialty Group - Ob/gyn | Newport News, VA | Feb 2018 - Sep 2018 | < 1 |
Cec Associates | Phoenixville, PA | Nov 2017 - Feb 2018 | < 1 |
Immaculata University | Malvern, PA | Aug 2017 - Feb 2018 | < 1 |
Warwick Child Care | Malvern, PA | Aug 2017 - Nov 2017 | < 1 |
Cnu Einsteins Cafe | Newport News, VA | Feb 2015 - May 2017 | 2 |
Christopher Newport University | Newport News, VA | Aug 2013 - May 2017 | 3 |
Barnes & Noble | Manassas, VA | Jun 2015 - Aug 2015 | < 1 |
Cnu Event Staff | Newport News, VA | Aug 2014 - Jan 2015 | < 1 |
Barnes & Noble | Manassas, VA | Jun 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2021 |
- VA
-
Total Assets Under Management19,333MILLIONS
-
Total Number of Accounts20,878ACCOUNTS
-
Average Account Value$925,983
- A percentage of assets under your management
- Hourly charges
- 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 pooled investment vehicles (other than investment 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.