Hance Evans
Hance Evans is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Towson, MD, with 43 years of industry experience. Hance is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
308 W Pennsylvania Ave, Towson, MD, 21204
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Hance works as an advisor for Kestra Advisory Services and as an agent/registered representative for Capital Financial Partners, LLC, both involving investment advisory services. Both roles take up a full-time commitment, with a focus on securities trading and potentially assigning client assets to variable annuities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Pml Securities CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Angela Treff, CFPKestra Advisory Services, LLC
- Ryan Salah, CFPKestra Advisory Services, LLC
- Lorraine Flowers, CFPKestra Advisory Services, LLC
- Edward Witherspoon, CFPHolistic Private Wealth, LLC
- Joseph Knight, CFPFounders Financial Securities, LLC
- Marcus Schafer, CFPGreenspring Advisors, LLC