Russell D. Evans
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Russell Douglas Evans, CIMA®, who also goes by Russell D. Evans, Russell Evans, was a registered financial professional .
Russell is a previously registered financial professional and started their career in finance in 1992. Russell had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 18, 2017 - November 28, 2022
AVITAS WEALTH MANAGEMENT, LLC
November 30, 2017 - December 31, 2017
PKS ADVISORY SERVICES, LLC
February 20, 2009 - December 11, 2017
UBS FINANCIAL SERVICES INC.
February 20, 2009 - December 11, 2017
UBS FINANCIAL SERVICES INC.
January 14, 1994 - February 23, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 15, 1992 - February 23, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
AVITAS WEALTH MANAGEMENT, LLC
CRD#: 291155 / SEC#: 801-112159
Contact information
Regulatory assets under management
| Total Number of Accounts | 714 |
| AUM (Assets Under Management) | $ 996,340,694 |
Red Flags
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