Joshua Ramsey Evans
Professional Summary
Joshua Ramsey Evans, who also goes by Josh Evans, is a registered financial advisor currently at BFC CAPITAL LLC located in Quincy, Massachusetts. Joshua is registered as a RR (Registered Representative) and started their career in finance in 2012. Joshua has worked at 2 firms and has passed the Series 63, SIE, Series 79 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joshua Ramsey Evans, Josh Evans
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Videos & Posts
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Contact Information
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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.
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Years of Experience
14 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BFC CAPITAL LLC
Contact Information
Main Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169Mailing Address
1266 Furnace Brook Parkway Suite 300, Quincy, MA 02169Phone Number
(617) 716-8265Established
Massachusetts since 10/25/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (10 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(6/7/2019)
(10/8/2019)
(1/2/2026)
(6/4/2019)
(6/11/2019)
(6/17/2019)
(1/2/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Jun 2015About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joshua Ramsey Evans's CRS (Customer Relationship Summary).
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