ME
CFP
ME
CFP

Mary Evans

21 Years of Experience
Emmus, PA
Broker

Mary Evans is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Emmus, PA, with 21 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1134 Pennsylvania Ave, Emmus, PA, 18049

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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

Mary is writing a book expected to be published in March 2025, dedicating a few hours per week. She also manages an RJ branch through Evans Wealth Strategies, taking about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.
September 2008 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Raymond James Financial Services
December 2008 - January 2009 · 1 mo
Edward Jones
April 2006 - September 2008 · 2 yrs 5 mos
Edward JonesBroker
March 2005 - September 2008 · 3 yrs 6 mos
State Registrations26 states
ALARAZCACOCTDEFLIAIDINMAMDMONCNHNJNYOHPARISCUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.