Evan L. Press
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.
Evan Lee Press, CFP®, who also goes by Evan Press, was a registered financial professional .
Evan is a previously registered financial professional and started their career in finance in 2011. Evan had worked at 4 firms and has passed the Series 66, 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
Start date: 2016
Experience
September 27, 2017 - December 31, 2023
EVAN PRESS, CFP®
June 30, 2016 - June 9, 2017
AVANTAX ADVISORY SERVICES
June 29, 2016 - June 9, 2017
AVANTAX INVESTMENT SERVICES, INC.
September 16, 2011 - July 20, 2016
LPL FINANCIAL LLC
June 28, 2011 - July 20, 2016
LPL FINANCIAL LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
EVAN PRESS, CFP®
CRD#: 289378 / SEC#:
Contact information
Red Flags
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.
