Evan Shear
Evan Shear is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Heathrow, FL, with 27 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
1515 International Pkwy, Suite 2019, Heathrow, FL, 32746
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Evan is an owner of CrossleyShear Wealth Management, CS Heathrow LLC, CS Merritt Island LLC, and CSSports. He spends about a quarter to about half of his time on CrossleyShear Wealth Management, and minimal time on the other businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations44 states
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