Charles Howard Evans
Professional Summary
Charles Howard Evans, who also goes by Chuck Evans, was a registered financial advisor. Charles was a previously registered financial professional and started their career in finance 1977 - 2008. Charles had worked at 5 firms and has passed the Series 63 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
Chuck Evans
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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
49 years in the financial services industry
Current & Past Employments
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Current Firm
360 FINANCIAL PLANNING | THE LIEN RESOLUTION GROUP | SPROUSE FINANCIAL GROUP | SOLIDARITY INVESTMENTS, INC. | SODA CREEK FINANCIAL ADVISORS | SHADE TREE PARTNERS | SECURITY FINANCIAL SERVICES | PROVIDENT ADVISORS | PLANTIFF SOLUTIONS | PEYTON FINANCIAL GROUP, INC. | PATHWAYS FINANCIAL PARTNERS, INC. | MOMUMENT FINANCIAL SERVICES | MILLENIUM SETTLEMENTS | MAYBERRY PARTNERS | LONGVIEW FINANCIAL PARTNERS, LLC | JOLLIFFE CAPITAL, INC. | JAMES STREET GROUP | INNOVATIVE FINANCIAL PARTNERS LLC | GREAT AMERICAN SENIOR BENEFIT | EVOLVE SECURITIES, INC. | EVEREST FINANCIAL & SETTLEMENT CONSULTING | EPS SETTLEMENTS | ELITE FINANCIAL SERVICES | COX & KOR WEALTH MANAGEMENT | CONCIERGE LEGACY ADVISORS | CERES FINANCIAL GROUP | AMZ FINANCIAL INSURANCE SERVICES
Contact Information
Established
Delaware since 02/04/2004Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| EVOLVE FINANCIAL GROUP, INC. | SOLE SHAREHOLDER | — |
| CHRISTIANS, AMANDA MICHELE | CHIEF COMPLIANCE OFFICER - IA ONLY | 3021175 |
| COOK, ANDREW BERNARD | SVP/COMPLIANCE OFFICER -STRUCTURED SETTLEMENTS | 2712307 |
| KOCZERA, LYNN COLTON | FINOP | 1065105 |
| SHADE, KENNETH EUGENE | CHIEF COMPLIANCE OFFICER, SROP - BD ONLY, OPERATIONS COMPLIANCE, CROP | 3259826 |
Disclosures
Regulatory Event
1Arbitration
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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.
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.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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