Unclaimed Profile

Richard Lee Evans

RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC·FLOSSMOOR, Illinois

Series 2, Series 65Clean record28 years registeredRICHARD L. EVANS INVESTMENT MANAGEMENT, LLC

1540 CAMBRIDGE AVENUE, FLOSSMOOR, IL 60422CRD# 2168525Firm CRD# 122170

Profile Verification

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

Identity

Richard Lee Evans · FLOSSMOOR, IL

Registration

CRD #2168525 · RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC

CHICAGO PARTNERS INVESTMENT GROUP LLC

Nov 2019 – Dec 2021

CHICAGO, IL

RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC

May 1998 – Oct 2020

FLOSSMOOR, IL

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · May 5, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC

CRD 122170 · SEC 801-114240

AUM

$132M

Regulatory assets under management

Employees

336 client accounts

Services offered by RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Richard Lee Evans offer?

Richard Lee Evans specializes in Investment Management.

What are Richard Lee Evans's credentials?

Richard Lee Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard Lee Evans located?

Richard Lee Evans is based in FLOSSMOOR, Illinois, last registered with RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC.

How does Richard Lee Evans charge for services?

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

How large is RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC?

RICHARD L. EVANS INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Illinois

CHICAGO (1395)NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)

City Guides

CHICAGO Guide NAPERVILLE Guide DOWNERS GROVE Guide OAK BROOK Guide NORTHBROOK Guide

Research

Advisor Fees in Illinois National Fee Analysis

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