DE
CFP
DE
CFP

David Evans

5 Years of Experience
Alexandria, VA

David Evans is a CFP-designated registered investment advisor at Big "i" Advisory Resources, LLC, based in Alexandria, VA, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 3 clients.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

127 South Peyton Street, Suite 210, Alexandria, VA, 22314

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Big "i" Advisory Resources, LLC
June 2026 - Present · 4 mos
Previous Registrations
Big "i" Advisory Resources, LLC
August 2018 - January 2019 · 5 mos
401ksleuth LLC
November 2017 - July 2018 · 8 mos
Big "i" Advisory Resources, LLC
January 2014 - September 2017 · 3 yrs 8 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
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