Michael Wayne Evans
CFP®Professional Summary
Michael Wayne Evans, CFP® is a registered financial advisor currently at LEGACY GROUP located in Tyler, Texas. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Michael has worked at 2 firms and has passed the Series 6 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Credentials
Years of Experience
45 years in the financial services industry
Current & Past Employments
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Current Firm
EVANS, MICHAEL WAYNE | LEGACY GROUP | EVENS, MICHAEL WAYNE
Contact Information
Main Address
909 East Se Loop 323 Suite 210, Tyler, TX 75701Phone Number
(903) 534-4900# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
457AUM (Assets Under Management)
$71,118,215Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
State Registrations and Notice Filings
(2/18/2026)
(1/9/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1981About the Series 6 examSimilar Advisors
EDWARD JONES
SIMPLICITY WEALTH
CRS (Client Relationship Summary) - RIA
Click below to view Michael Wayne Evans's CRS (Customer Relationship Summary).
Similar Advisors
EDWARD JONES
SIMPLICITY WEALTH
