Martha
Evans

Howard Bailey Securities, LLC

CRD#5274254
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Martha Evans is a financial advisor based in Fort Wayne, Indiana, working with Howard Bailey Securities, LLC. Martha has previously held positions at American United Life, Howard Bailey Securities, LLC, Oneamerica Securities, Innovative Financial Services, and First Federal Wealth. Martha has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Martha is part of Howard Bailey Securities, LLC, which operates out of Fort Wayne, Indiana. The firm has 3 offices and 15 employees. The firm manages assets totaling $463.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Howard Bailey Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5916 Covington Rd
Fort Wayne, IN 46804

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Howard Bailey Securities, LLC Brokerage Details

Total Assets Under Management

$463,303,000

IN Average: $1,347,246,178
Total Number of Employees

15

IN Average: 46
Total Number of Accounts

4,344

IN Average: 1,775
Average Account Size

$106,654

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Martha Evans Work History

2023 - Present (1 year)

Howard Bailey Securities, LLC

2019 - 2023 (4 years)

Oneamerica Securities

2018 - 2023 (5 years)

American United Life

2018 - 2022 (4 years)

First Federal Wealth

2000 - 2018 (18 years)

Innovative Financial Services

Disclosures

Please visit the SEC profile of Martha Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Howard Bailey Securities, LLC

Grant Welter
Fort Wayne, IN
John Nuechterlein
Fort Wayne, IN
Sara Provines
Fort Wayne, IN
David Littrell
Fort Wayne, IN
Marshal Johnson
Fort Wayne, IN
Ryan Zeeb
Perrysburg, OH
Jason Pruitt
Fort Wayne, IN
Reid Braun
Fort Wayne, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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