Ryan P. Evans
KESTRA ADVISORY SERVICES
ORLANDO, FL 32803
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CRD#: 2852837
Professional summary
Ryan Patrick Evans, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Orlando, Florida and KESTRA INVESTMENT SERVICES, LLC located in Orlando, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Ryan has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Business Name: Whirly Properties Investment Related: No Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Partner Start Date: 1/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General upkeep, and leasing of the commercial buildingBusiness Name: Evans Financial Partners Investment Related: Yes Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 3/4/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I manage the client and corporate relationships, planning, and day to day operations of Evans Financial PartnersBusiness Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory servicesBusiness Name: Evolve Advisor Group Investment Related: Yes Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Founder and President Start Date: 6/1/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Managing the overall business, working with existing advisory clients and corporate clients, prospecting for both individual and corporate clients, financial planning and retirement plan consulting OFFLOAD BUSINESS SOLUTIONS POSITION: Currently, OBS is my client NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/03/2022 ADDRESS: 127 W Fairbanks Ave, #120, Winter Park FL 32789, United States DESCRIPTION: Currently I help OBS prospect for retirement plans, onboard and service 401k clients into the MEP. However we would like to expand this to a marketing arrangement where i would have OBS business cards, email address, etc. We would prospect for business together as a united front. No revenue sharing will take place between Evolve Advisor Group and OBS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Patrick Evans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
April 27, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2208 Hillcrest St, Orlando, FL 32803RIA
CRD#: 283330
ORLANDO, FL
Current
January 4, 2002 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2208 Hillcrest St, Orlando, FL 32803BD
CRD#: 42046
Orlando, FL
Past
January 4, 2002 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ORLANDO, FL
Past
January 17, 2001 - January 9, 2002
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
March 4, 1997 - February 10, 1999
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/1/2022)
RR
Connecticut(6/22/2022)
RR
Florida(1/4/2002)
IAR
Florida(4/27/2016)
RR
Georgia(6/20/2005)
RR
Michigan(12/16/2020)
RR
New York(3/19/2024)
RR
North Carolina(7/14/2004)
RR
South Carolina(8/22/2012)
RR
Texas(11/17/2022)
IAR
Texas(7/26/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
