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Freda Evans

25 Years of Experience
Nashville, TN
Broker

Freda Evans is a registered investment advisor at Raymond James & Associates, INC., based in Nashville, TN, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1033 Demonbreun Street, Suite 500, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Freda is a board member of Recovery Community Inc., a non-profit organization, since 2018. She dedicates a few hours per week to this role, assisting in decisions, attending meetings, and volunteering at functions.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 2017 - Present · 9 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Suntrust Advisory Services, INC.
September 2016 - February 2017 · 5 mos
Suntrust Investment Services, INC.
May 2008 - December 2016 · 8 yrs 7 mos
Suntrust Investment Services, INC.Broker
March 2001 - February 2017 · 15 yrs 11 mos
State Registrations15 states
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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.