David Evans
David Evans is a ChFC-designated registered investment advisor at Brookstone Capital Management LLC, based in Shreveport, LA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 54,845 clients with $13B 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 | 2.50% |
Total annual fee can be up to 2.50%, consisting of up to 0.95% for Brookstone Capital Management and up to 1.55% for the individual advisor. Fees are negotiable.
Fee Estimator
Location
425 Alshey Ridge Blvd., Suite 300, Shreveport, LA, 71106
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
David owns Evans Financial Group Inc., a life and health insurance company, and sells group and individual health insurance products. He also owns a rental property and holds a federal firearms license for occasional firearm sales as a hobby, and is a licensed agent for life insurance, annuities, and health insurance since 1972, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Brookstone Capital Management LLC
State Registrations2 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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