David
Evans

Cetera Advisor Networks LLC

CRD#1581671
Investment Advisor
in Dallas, TX
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About this Advisor

David Evans is a certified financial planner operating out of Dallas, Texas, who has been in the industry for 28 years. Evans works at Cetera Advisor Networks LLC. During their career, Evans has held roles at Financial Network Investment Corporation and Cetera Advisor Networks LLC. Evans holds a Series 63 license, qualifying them as a securities agent, and is registered to advise clients in Texas. Cetera Advisor Networks LLC is a financial advisory business that has its headquarters in Dallas, Texas. The company has offices in 850 locations and a total of 1,890 advisors. It controls $21 billion in total assets among its 75,665 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 298 charities and foundations. Of its 75,665 accounts, 25% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cetera Advisor Networks LLC offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on the type of financial services offered. However, fee types billed by Cetera Advisor Networks LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

28 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

12221 Merit Dr Ste 625
Dallas, TX 75251

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Cetera Advisor Networks LLC Brokerage Details

Total Assets Under Management

$20,515,461,972

TX Average: $7,578,581,321
Total Number of Employees

1,890

TX Average: 43
Total Number of Accounts

75,665

TX Average: 3,727
Average Account Size

$271,135

TX Average: $2,033,427

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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

David Evans Work History

David has 28 years of experience.

2013 - Present (6 years)

Cetera Advisor Networks LLC

1990 - 2012 (22 years)

Financial Network Investment Corporation

Disclosures

David Evans has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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