David
Evans

Optima Capital LLC

CRD#6126305
Investment Advisor
in Beaverton, OR

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About this Advisor

David Evans is a financial advisor who works out of Beaverton, Oregon, with a total of 3 years of industry experience. Evans is currently employed by Optima Capital LLC. Their career trajectory has included roles at Royal Alliance, Premier Financial Partners, LLC, Optima Capital LLC and Premier Network. Evans maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Missouri and Texas. Optima Capital LLC is a registered investment business based in Beaverton, OR. It has offices in three locations and just five financial advisors. It administers $161 million in assets between its 937 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 937 client accounts, just 9% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fees vary depending on the financial services offered. However, fee types billed by Optima Capital LLC likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1915 Ne Stucki Ave Suite 400
Beaverton, OR 97006

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Optima Capital LLC Brokerage Details

Total Assets Under Management

$161,081,006

OR Average: $1,120,203,312
Total Number of Employees

5

OR Average: 50
Total Number of Accounts

937

OR Average: 1,309
Average Account Size

$171,911

OR Average: $855,770

Investment Advisory Services

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

David Evans Work History

David has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Optima Capital LLC

2015 - Present (9 years)

Premier Network

2013 - 2020 (7 years)

Premier Financial Partners, LLC

2012 - 2020 (8 years)

Royal Alliance

2012 - 2020 (8 years)

Royal Alliance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David 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 Optima Capital LLC

David Evans
Beaverton, OR
Justin Boggs
Beaverton, OR
Bradley Johannes
Liberty, MO
Kyle Harvey
Visalia, CA
Tobin Wills
Azusa, CA
Robert Larsen
Beaverton, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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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