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Wendy Evans

19 Years of Experience
Fort Myers, FL
Broker

Wendy Evans is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 19 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

6225 Presidential Court, Suite 110, Fort Myers, FL, 33919

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
June 2006 - Present · 19 yrs 11 mos
Previous Registrations
Raymond James Financial Services
March 2007 - October 2009 · 2 yrs 7 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.