Evalyn
Kirk

Spc

CRD#2037318
Investment Advisor
in Monroeville, PA

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About this Advisor

Evalyn Kirk is a financial advisor based in Monroeville, Pennsylvania, working with Spc. Evalyn has previously held positions at Sigma Financial Corporation and Sigma Planning Corporation. Evalyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland, Ohio, Pennsylvania, and Texas. Currently, Evalyn is part of Spc, which operates out of Monroeville, Pennsylvania. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Monroeville, PA

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

PA Average: $943,424,332
Total Number of Employees

470

PA Average: 21
Total Number of Accounts

30,541

PA Average: 1,586
Average Account Size

$182,147

PA Average: $594,845

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
  • Educational seminars/workshops
  • Other

Evalyn Kirk Work History

2008 - Present (17 years)

Sigma Financial Corporation

2008 - Present (17 years)

Sigma Planning Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Evalyn Kirk 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 Spc

Joseph Mole
Lansing, MI
Christopher Newbauer
Ann Arbor, MI
Adam Kozak
Eastchester, NY
Margaret Swiess
Willowbrook, IL
Cheryl Harwell
Ann Arbor, MI
Luke Wolchuk
Chicago, IL
Mark Pauwels
Ann Arbor, MI
John O'Callaghan
Mount Prospect, IL

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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