Erik Evans (CRD# 5890364) is an Investment Advisor Representative working at Goal Quest Advisors, LLC in Berwyn, PA and has over 15 years of experience in the finance industry. Erik Evans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Goalqueste, LLC | Newtown Square, PA | Sep 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2009 |
- PA
-
Total Assets Under Management83MILLIONS
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$231,821
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
PA
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