David
Evans
Optima Capital LLC
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About this Advisor
David Evans is a financial advisor based in Portland, Oregon, working with Optima Capital LLC. David has previously held positions at Royal Alliance, Premier Financial Partners, LLC, Optima Capital LLC, and Premier Network. David has passed the Series 66 regulatory exam and is registered to provide services in Missouri and Texas. Currently, David is part of Optima Capital LLC, which operates out of Portland, Oregon. The firm has 3 offices and 6 employees. The firm manages assets totaling $247.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Optima Capital LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Optima Capital LLC Brokerage Details
$247,698,070
6
1,375
$180,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
David Evans Work History
Optima Capital LLC
Premier Network
Premier Financial Partners, LLC
Royal Alliance
Royal Alliance
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
Portland, OR
Portland, OR
Liberty, MO
Portland, OR
Azusa, CA
Portland, OR
Liberty, MO
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