Unclaimed Profile

Brian Hancock Waters

EVOKE WEALTH, LLC·LOS ANGELES, California

Clean recordEVOKE WEALTH, LLC

10635 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 5048669Firm CRD# 300856

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Hancock Waters · LOS ANGELES, CA

Registration

CRD #5048669 · EVOKE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Hancock Waters is a registered financial advisor based in LOS ANGELES, California, affiliated with EVOKE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EVOKE WEALTH, LLC

EVOKE ADVISORS

AUM

$27.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EVOKE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Other: ADMINISTRTIVE SERVICE, FINANCIAL PLANNING, AND SUB-ADVISORY FEES

Regulatory

SEC/IARD CRD# 5048669

Firm CRD# 300856

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Hancock Waters offer?

Brian Hancock Waters specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.

What are Brian Hancock Waters's credentials?

Brian Hancock Waters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Hancock Waters located?

Brian Hancock Waters is based in LOS ANGELES, California, working with EVOKE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Brian Hancock Waters charge for services?

Brian Hancock Waters's firm is compensated through percentage of aum, subscription fees, other: administrtive service, financial planning, and sub-advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVOKE WEALTH, LLC?

EVOKE WEALTH, LLC has approximately 92 employees and manages $27.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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