John Evans
John Evans is a CFP-designated registered investment advisor at Hudson Capital Management INC., based in Westchester, NY, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 40 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCM offers investment management services as a wrap program. Details of these services and fees are outlined in the Form ADV Part 2, Appendix 1, Wrap Fee Program Brochure, which is not included in this document.
Location
Westchester, NY
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2007Customer Dispute
July 2007Customer Dispute
June 2007Other Business ActivitiesSells Insurance
John owns real estate and works as a seasonal tax preparer from January through April. He also provides financial planning services, including Medicare planning, long-term care, 401(k)s, and life insurance.
Employment History
Current Registrations
Hudson Capital Management INC.
Leigh Baldwin & CO., LLCBroker
Leigh Baldwin & CO., LLC
Previous Registrations
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
R. F. Lafferty & CO., INC.
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.