Advisor at Evanoff Financial Advisors
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Firm
Evanoff Financial Advisors
Location
Erie, PA 16501
Credentials
Series 63, Series 65
Industry experience
47 years
Harry Evanoff is the sole advisor at Evanoff Financial Advisors in Erie, PA, holding Series 63 and Series 65 licenses with 47 years of industry experience. He has led his firm since 2003 and previously worked at Securities Service Network, Inc. for 17 years. Outside of his advisory role, Evanoff serves as president of the Baer Beach Association in Erie. Evanoff Financial Advisors provides discretionary portfolio management primarily for individual clients, including high-net-worth individuals and charitable organizations. The firm combines market timing with insurance brokerage services and manages approximately $20.5 million in client assets.
1001 State Street, Suite 1400
Erie, PA 16501
Pennsylvania
Evanoff Financial Advisors, LLC
2003 - Present (23 years)
Securities Service Network, Inc.
2003 - 2020 (17 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Erie, PA
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CFP®, CFA®, Series 65
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Series 66
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Series 65
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Robbins Wealth Management
CFA®
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Bishop & Company Investment Management, LLC
ChFC®, Series 63, Series 65
Erie, PA
Provident Wealth Management Inc
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