Evan
Radman

Raymond James & Associates, Inc

CRD#6284553
Investment Advisor
in Dallas, TX
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About this Advisor

Evan Radman is an investment advisor who works in Dallas, Texas. Currently a registered advisor with Raymond James & Associates, Inc, Radman has 12 years of professional experience as a registered investment advisor. Radman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Radman can advise clients based out of Texas. Over the course of their career, Radman has held roles at Shelton School, Merrill Lynch, Pierce, Fenner & Smith Inc, Lanyon Inc, Texas Christian University, Bank Of America, N.A and Raymond James & Associates, Inc. Raymond James & Associates, Inc is headquartered in Dallas, Texas, and has 422 other offices in the United States. As an advisor firm, Raymond James & Associates, Inc manages $143 billion in assets throughout 472,443 accounts and employs more than 13,277 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James & Associates, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

12 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

200 Crescent Court Suite 500
Dallas, TX 75201

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

TX Average: $1,855,561,029
Total Number of Employees

14,205

TX Average: 62
Total Number of Accounts

591,180

TX Average: 2,474
Average Account Size

$297,807

TX Average: $750,025

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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
  • Other

Evan Radman Work History

Evan has 12 years of experience.

2018 - Present (1 year)

Raymond James & Associates, Inc

2014 - 2018 (4 years)

Bank Of America, N.A

2013 - 2018 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Lanyon Inc

2009 - 2013 (4 years)

Texas Christian University

2006 - 2009 (3 years)

Shelton School

Disclosures

Evan Radman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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