Daniel Evans
Daniel Evans is a registered investment advisor at Wells Fargo Advisors, based in Seattle, WA, with 36 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
999 3rd Ave, Ste 4000, Seattle, WA, 98104
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Criminal
September 1984Other Business Activities
Daniel has ownership stakes in several LLCs, including Smartweed LLC, Mallard Marsh LLC, Guemes Property LLC, Roadster Fisheries LLC, and Trout Shack LLC. He dedicates minimal time to Trout Shack LLC as a manager, while the other entities require no time commitment.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations28 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
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