David Evans is a registered investment advisor, based in Sugarland, TX, with 28 years of industry experience.
Location
130 Industrial Blvd, Suite 100, Sugarland, TX, 77478
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Regulatory History
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
David is involved with E Financial Group and does business as a marketing company. He is also a fixed insurance broker or agent, dedicating about 10-20% of his time, and owns David Evans & Associates, a non-investment related tax business, spending about 10-20% of his time plus 10 trading hours per month. He is also a co-trustee for a trust.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Zone 7 Financial Services, LLC
Jonathan Roberts Financial Group, INC.Broker
1st Global Capital CORP.Broker
State Registrations5 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.