PE
PE
Philip Evans
37 Years of Experience
Houston, TX
2 DisclosuresBroker
Philip Evans is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 1997Settled
Customer Dispute
August 1995Award / Judgment
Employment History
Current Registrations
Raymond James & Associates, INC.
February 1997 - Present · 29 yrs 3 mos
Raymond James & Associates, INC.Broker
February 1997 - Present · 29 yrs 3 mos
Previous Registrations
Painewebber IncorporatedBroker
January 1993 - March 1997 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1990 - January 1993 · 2 yrs 9 mos
Shearson Lehman Hutton INC.Broker
August 1989 - March 1990 · 7 mos
Fidelity Brokerage Services, INC.Broker
June 1987 - April 1988 · 10 mos
State Registrations22 states
ARAZCACOFLGAIDILKYMAMDMIMONCNMNYOHOKSCTNTXVA
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.