Evan B. Mcmordie

GOLDEN SPREAD WEALTH

Canadian, TX 79014

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CRD#: 6951922

Professional summary

Evan Blake Mcmordie is a registered financial advisor currently at GOLDEN SPREAD WEALTH, LLC located in Canadian, Texas.

Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Evan has worked at 2 firms and has passed the Series 65 exam.

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.

Trustee of family trust, Frank McMordie, Jr., Family Trust, FBO John McMordie. PO Box 228, Canadian, TX, 79014, start date 7/2013, duties agriculture and petroleum oversight, distribution of income to beneficiary, accounting and other duties. Approx. 10 hours per month. Member of EBM Management, LLC, and One-Two Cattle Company, LLC, approximately 3 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Blake Mcmordie'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®

None

Experience

Current

April 17, 2023 - Present

GOLDEN SPREAD WEALTH, LLC

Office #1: 124 Main Street Suite 102, Canadian, TX 79014

RIA

CRD#: 325810

Canadian, TX

Past

July 10, 2020 - May 31, 2023

COMPASS FINANCIAL STRATEGIES, INC.

RIA

CRD#: 135528

ABILENE, 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

Texas
(4/17/2023)

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 65

Date: 7/10/2020

Uniform Investment Adviser Law Examination

Current Firm

GOLDEN SPREAD WEALTH, LLC

CRD#: 325810 / SEC#:

Texas

Registered Investment Advisory firm - (4/17/2023 Approved)

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Contact information

Main Address

124 Main Street Suite 102, Canadian, TX 79014

Mailing Address

Po Box 212, Canadian, TX 79014

Phone number

(806) 323-4500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 12,863,842

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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Evan B. Mcmordie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Blake Mcmordie's CRS (Customer Relationship Summary).

Certified licenses

Experience

GOLDEN SPREAD WEALTH, LLC

COMPASS FINANCIAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/2020

Current Firm

GOLDEN SPREAD WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GOLDEN SPREAD WEALTH, LLC

TRUST BUT VERIFY

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