PE
PE

Paul Evans

19 Years of Experience
Scottsdale, AZ
2 DisclosuresBroker

Paul Evans is a registered investment advisor, based in Scottsdale, AZ, with 19 years of industry experience.

Location

14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260

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History

Regulatory History (2)
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Customer Dispute
April 2016
Denied
Customer Dispute
December 2008
Denied
Other Business Activities

Paul is involved with SilverTree Collective, SilverTree Signature, and SilverTree Wealth Partners, all DBAs related to his Raymond James business. He spends about 10-20% of his time on SilverTree Collective, a few hours per week on SilverTree Wealth Partners, and about 10-20% of his time on SilverTree Signature, focusing on branding, processes, and service models for ultra-high-net-worth clients.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2021 - Present · 5 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
Edward Jones
November 2006 - May 2021 · 14 yrs 6 mos
Edward JonesBroker
September 2006 - May 2021 · 14 yrs 8 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.