Daniel
Evans
Bogart Wealth, LLC
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About this Advisor
Daniel Evans is a certified financial planner based out of Spring, Texas, who has 1 year of industry experience. Evans works at Bogart Wealth, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Dme Automotive, Directive Corporation, Bank Of America, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Bogart Wealth, LLC. Evans has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Bogart Wealth, LLC is a financial advisory business that has its headquarters in Mc Lean, VA. The firm has offices in three locations and a total of 28 employees. It controls $2 billion in total assets between its 6,056 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 6,056 client accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets. Bogart Wealth, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fees typically are based on which services are offered. Fees charged by Bogart Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bogart Wealth, LLC Brokerage Details
$2,282,219,691
28
6,056
$376,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Daniel Evans Work History
Daniel has been registered as a financial advisor for 1 years.*
Bogart Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Dme Automotive
Directive Corporation
*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 Daniel 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 Bogart Wealth, LLC
Sugar Land, TX
Mc Lean, VA
Houston, TX
Mc Lean, VA
Mc Lean, VA
Mclean, VA
Mc Lean, VA
Vienna, VA
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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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.
