Evan Mccauley
Evan Mccauley is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Akron, OH, with 11 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
Firm Size
IM Fee
Assets Under Management
Location
4040 Embassy Parkway, Suite 280, Akron, OH, 44333
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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