Paul Evans
Paul Evans is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 20 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
14350 N. 87th Street, Suite 300, Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2016Customer Dispute
December 2008Other 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
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations50 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.
Exams
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