Unclaimed Profile

Michael Joseph Evans

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC·LOS ANGELES, California

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record27 years registeredSIGNATURE ESTATE & INVESTMENT ADVISORS LLC

2121 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 2536680Firm CRD# 108163

Profile Verification

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

Identity

Michael Joseph Evans · LOS ANGELES, CA

Registration

CRD #2536680 · SIGNATURE ESTATE & INVESTMENT ADVISORS LLC · 27 years registered

Brand Profile

Not yet started

Career History

SEIA

Nov 2003 – present

CHARLES SCHWAB & CO., INC.

Feb 1999 – Oct 2003

TORRANCE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 8, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

CRD 108163 · SEC 801-56288

AUM

$14.2B

Regulatory assets under management

Employees

138

18,483 client accounts

Services offered by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SIGNATURE ESTATE & INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Evans offer?

Michael Joseph Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Michael Joseph Evans's credentials?

Michael Joseph Evans holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joseph Evans located?

Michael Joseph Evans is based in LOS ANGELES, California, working with SIGNATURE ESTATE & INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Michael Joseph Evans charge for services?

Michael Joseph Evans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE ESTATE & INVESTMENT ADVISORS LLC?

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has approximately 138 employees and manages $14.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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