Evan Mayer
Evan Mayer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, with 20 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
2600 N Military Trl, Ste 215, Boca Raton, FL, 33431-6796
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
September 2014Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Evan offers non-variable insurance products to existing clients, dedicating minimal time to this activity. He also hosts a podcast for financial advisors and is the CEO of Fortuna Wealth, a pass-through entity for income from RJFS, both requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
PNC Investments
PNC InvestmentsBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Ryan Beck & CO.Broker
Sentra Securities CorporationBroker
State Registrations32 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.