RE
RE
Ronald Evans
27 Years of Experience
Monroe, MI
1 DisclosureBroker
Ronald Evans is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, MI, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
Loading...
Location
1090 North Monroe Street, Monroe, MI, 48162
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2021Denied
Other Business Activities
Ronald is a Vice President and Financial Advisor at Walker Financial Services since 1997. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2020 - Present · 5 yrs 10 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 6 mos
Previous Registrations
Robert Thomas Securities, INCBroker
August 1998 - January 1999 · 5 mos
State Registrations16 states
CACOFLGAHIINLAMIMNNVOHSCTXVAWAWI
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.