TE
CFP
TE
CFP
Todd Evans
29 Years of Experience
Centerville, OH
1 DisclosureBroker
Todd Evans is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 29 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
7887 Washington Village Drive, Suite 100, Centerville, OH, 45459
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2012Employment History
Current Registrations
Raymond James & Associates, INC.
February 2012 - Present · 14 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
February 2005 - February 2012 · 7 yrs
Wells Fargo Advisors Financial Network, LLCBroker
February 2005 - February 2012 · 7 yrs
Citigroup Global Markets INC.
December 1999 - February 2005 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
February 1999 - February 2005 · 6 yrs
Dean Witter Reynolds INC.Broker
September 1996 - March 1999 · 2 yrs 6 mos
State Registrations23 states
AZCACOCTFLGAILKSKYMDMIMOMSNCNYOHORPASCTNTXVAWV
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.