Francis Evans
Francis Evans is a registered investment advisor at Park Avenue Securities LLC, based in Lombard, IL, with 22 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
377 E Butterfield Rd., 270, Lombard, IL, 60148
Get directionsHistory
Regulatory History (4)
Regulatory
October 2008Regulatory
July 2008Regulatory
August 2007Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Francis uses the DBA Chicago Benefit Associates to market financial services and CBA Pension Group as a DBA for fixed insurance carriers. These activities take about 30 hours per month in total, about 10-20% of his time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations16 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.