Marcella Evans (CRD# 2461801) is an Investment Advisor Representative working at Pnc Investments in Madison Hgt, MI and has over 30 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Warren, MI | Oct 2020 - Current | 3 |
| Citizens Securities, Inc. | Royal Oak, MI | Nov 2018 - Oct 2020 | 1 |
| Hd Vest Investment Services | Pontiac, MI | Jun 2018 - Nov 2018 | < 1 |
| Hd Vest Advisory Services | Pontiac, MI | Jun 2018 - Nov 2018 | < 1 |
| Hd Vest Insurance Agency LLC | Irving, TX | Jun 2018 - Nov 2018 | < 1 |
| Mje Financial Money Smart, LLC | Pontiac, MI | Apr 2018 - Nov 2018 | < 1 |
| Axa Advisors, LLC | Troy, MI | May 2011 - Feb 2018 | 6 |
| Eq Financial Consultants, Inc. | Troy, MI | May 2011 - Feb 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- MI
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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