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Suzanne Evans

Advisor at D.A. DAVIDSON & Co.

Updated today

Location

Sparta, IL

Credentials

Series 66

Industry experience

8 years

About

Suzanne Evans is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 1998, accumulating 28 years with the firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Client services

Based on D.A. DAVIDSON & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on D.A. DAVIDSON & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. DAVIDSON & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. DAVIDSON & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

Sparta, IL

Most active in

Illinois

Work history

D.A. Davidson & Co.

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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