Evan R. Mcdaniel

EASTLAKE PLANNING LLC

DALLAS, TX

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CRD#: 6491515

Professional summary

Evan Robert Mcdaniel, CFP®, who also goes by Evan Robert Mcdaniel, is a registered financial advisor currently at EASTLAKE PLANNING LLC located in Dallas, Texas.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Evan has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Robert Mcdaniel

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.

Independent licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Robert Mcdaniel'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^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 24, 2024 - Present

EASTLAKE PLANNING LLC

RIA

CRD#: 331427

DALLAS, TX

Past

July 9, 2015 - July 29, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Dallas, TX

Past

June 3, 2015 - July 29, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Dallas, TX

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(10/9/2024)

IAR

Texas
(7/24/2024)

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

State Security Law Exam

IAR

Series 66

Date: 7/2/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2015

General Securities Representative Examination

Current Firm

EASTLAKE PLANNING LLC

EASTLAKE PLANNING | MCDANIEL ADVISORY SERVICES LLC | EASTLAKE PLANNING LLC

CRD#: 331427 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/9/2024 Approved)

Texas

Registered Investment Advisory firm - (7/24/2024 Approved)

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Contact information

Main Address

Dallas, TX

Mailing Address

Phone number

(214) 549-6136

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	351
AUM (Assets Under Management)	$ 42,557,165

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.

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Firm Stability Insights

Evan R. Mcdaniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Robert Mcdaniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTLAKE PLANNING LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/2/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2015

Current Firm

EASTLAKE PLANNING LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EASTLAKE PLANNING LLC

TRUST BUT VERIFY

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