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Harry Evanoff

47 Years of Experience
Erie, PA
1 DisclosureSells Insurance

Harry Evanoff is a registered investment advisor at Evanoff Financial Advisors, based in Erie, PA, with 47 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
77 clients
Average Client Portfolio
$266K average
Assets Under Management
$20.5M

Fee Structure

Investment management only (planning not offered)

Evanoff Financial Advisors charges a percentage of your portfolio each year for managing your investments. The specific percentage is not detailed in this document.

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Location

1001 State Street, Suite 1400, Erie, PA, 16501

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History

Regulatory History (1)
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Customer Dispute
May 2004
Settled
Other Business ActivitiesSells Insurance

Harry is a sole proprietor agent selling and servicing life insurance since 1974, dedicating minimal time to this activity. He is also the President of Baer Beach Association, overseeing meetings and board meetings, which takes minimal time.

Employment History
Current Registrations
Evanoff Financial Advisors
November 2003 - Present · 22 yrs 6 mos
Previous Registrations
Securities Service Network, LLCBroker
June 2003 - September 2020 · 17 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
December 2001 - June 2003 · 1 yr 6 mos
Sagemark Consulting, INC.Broker
July 1998 - August 2000 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
June 1998 - June 2003 · 5 yrs
Cigna Financial Advisors,inc.Broker
January 1979 - June 1998 · 19 yrs 5 mos
State Registrations1 state
PA
Advisor

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.