EC
CFP
EC
CFP

Evan Carabello

12 Years of Experience
Greenwood Village, CO
Broker

Evan Carabello is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, with 12 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

5201 S Yosemite Street, Suite 100, Greenwood Village, CO, 80111

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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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Other Business Activities

Evan works as a financial advisor for Bank of Colorado Investment Services - Raymond James, dedicating about half of his time to this role. He also acts as a trustee for the Bennett Carabello Trust, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2019 - Present · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2019 - Present · 7 yrs 3 mos
Previous Registrations
Ryan Financial INC.
April 2019 - April 2019 · 0 mos
LPL Financial LLCBroker
March 2019 - April 2019 · 1 mo
Edward Jones
September 2013 - February 2019 · 5 yrs 5 mos
Edward JonesBroker
August 2013 - February 2019 · 5 yrs 6 mos
State Registrations16 states
AZCACOFLGANCNENYORPASCTXUTWAWIWY
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.