Ray Evans
Ray Evans is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Overland Park, KS, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
10801 Mastin Street, Suite 370, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Ray is the managing partner and sole owner of Pegasus Capital Management LLC, an entity created to operate securities and fixed insurance. He also sells fixed and indexed annuities, life settlements, and traditional life insurance, dedicating a few hours per week. Ray is also a partner and co-owner of Infinitas LLC.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
Mony Securities CORP.Broker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations29 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.