Evan Joseph Schick
Professional Summary
Evan Joseph Schick, who also goes by Evan J Schick, Evan Joseph Schick, is a registered financial advisor currently at CONCHO TRANSACTIONS located in Spring, Texas. Evan is registered as a RR (Registered Representative) and started their career in finance in 2019. Evan has worked at 4 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Evan J Schick, Evan Joseph Schick
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
CONCHO TRANSACTIONS | CONCHO TRANSACTIONS LLC
Contact Information
Main Address
30 Umbria Ln, Spring, TX 77382Mailing Address
30 Umbria Ln, Spring, TX 77382Phone Number
(786) 778-8748Established
Texas since 02/08/2024Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jul 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Evan Joseph Schick's CRS (Customer Relationship Summary).
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