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ChFC
HE
ChFC

Hattie Evans

Commonwealth Financial Network
39 Years of Experience
Hanover, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Hattie Evans is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Hanover, PA, with 39 years of industry experience. Hattie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 W. Eisenhower Drive, Suite B, Hanover, PA, 17331

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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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Hattie sells fixed insurance products as an agent from the branch location. She also owns 50% of Evans Financial Services, LLC, an entity created for securities business.

Employment History
Current Registrations
Commonwealth Financial Network
June 2010 - Present · 16 yrs 4 mos
Commonwealth Financial NetworkBroker
November 2009 - Present · 16 yrs 11 mos
Previous Registrations
Financial Network Investment Corporation
July 2009 - November 2009 · 4 mos
Financial Network Investment CorporationBroker
September 2007 - November 2009 · 2 yrs 2 mos
Bainbridge Securities INC.Broker
April 2004 - October 2007 · 3 yrs 6 mos
Financial Network Investment CorporationBroker
May 2003 - April 2004 · 11 mos
T.H.E. Financial Group, LTDBroker
January 2003 - May 2003 · 4 mos
Lincoln Financial Advisors CorporationBroker
July 1996 - February 2003 · 6 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
July 1996 - February 2003 · 6 yrs 7 mos
Aal Capital Management CorporationBroker
June 1987 - July 1996 · 9 yrs 1 mo
State Registrations9 states
FLGAMDMNNYPASCVAWV
AdvisorBrokerBoth

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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