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Kelley Evans
28 Years of Experience
Greenwood Village, CO
1 DisclosureBroker
Kelley Evans is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
6161 S Syracuse Way, Suite 360, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2019Denied
Other Business Activities
Kelley is an owner of Evans Financial Group, a support company, since 2007. Kelley spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
September 2002 - January 2009 · 6 yrs 4 mos
Robert Thomas Securities, INCBroker
September 1997 - January 1999 · 1 yr 4 mos
State Registrations24 states
AZCACOCTFLILKYMDMOMTNCNMNVNYOHOKPASCTNTXUTVAWAWY
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.