EB
EB

Evan Busby

1 Year of Experience
Charlotte, NC
Broker

Evan Busby is a registered investment advisor at Raymond James & Associates, INC., based in Charlotte, NC, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6805 Carnegie Blvd, Suite 350, Charlotte, NC, 28211

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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 driver for DoorDash, dedicating a few hours per week to this activity. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2025 - Present · 1 yr 1 mo
Raymond James & Associates, INC.Broker
June 2024 - Present · 1 yr 11 mos
State Registrations8 states
CAFLMONCOHSCTNTX
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.
Evan Busby - Financial Advisor | TrueAdvisor