Evan Mccauley
Evan Mccauley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Akron, OH, with 12 years of industry experience. Evan 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
4040 Embassy Parkway, Suite 280, Akron, OH, 44333
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Evan is a board and subcommittee member for the Great Trail Council - Boy Scouts of America, dedicating minimal time to providing leadership and governance. He is also an officer (Secretary) and owner of McCauley Financial, LLC, spending minimal time on business management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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
More Advisors
- Jeffrey Wagner, ChFCNorthwestern Mutual Investment Services,llc
- Judson Forner, CFPValmark Advisers, INC.
- Brian Sutphin, CFPAmeriprise Financial Services, LLC
- Jessica Fries, CFPPrivate Client Services, LLC
- Christopher Finefrock, CFPValmark Advisers, INC.
- Tyler Denholm, CFAValmark Advisers, INC.