Robert Evely
Robert Evely is a registered investment advisor at Wells Fargo Advisors, based in Norcross, GA, with 21 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
44 Stevens Road, [Primary Residence], Norcross, GA, 30071
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2016Other Business ActivitiesSells Insurance
Robert owns 100% of Beam Financial Services, LLC, dedicating full-time hours to the firm. He is also a financial advisor for Princeton Harriman Insurance Solutions, spending a few hours per week on this investment-related insurance practice.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Edward JonesBroker
State Registrations21 states
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