Kimberly Evans
Kimberly Evans is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2100 Riveredge Pkwy, Suite 1225, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2008Other Business Activities
Kimberly is the assistant treasurer for the Young Mens Service League Sandy Springs Chapter, dedicating minimal time. She is also the CEO of Align Wealth Advisors, spending about 10-20% of her time on business management, and an associate/employee of Avenue Wealth Management LLC, spending a few hours per week to comply with Raymond James policies.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wachovia Securities, INC.Broker
Wachovia Brokerage ServiceBroker
State Registrations12 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.