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James Lee Evans

T.T.G. FINANCIAL, INC.·CANTON, Ohio
Series 3, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record20 years registeredT.T.G. FINANCIAL, INC.
4051 WHIPPLE AVE NW, CANTON, OH 44718CRD# 1598919Firm CRD# 129004

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Lee Evans · CANTON, OH
Registration
CRD #1598919 · T.T.G. FINANCIAL, INC. · 20 years registered
Brand Profile
Not yet started
01

Career History

Oct 2006present
Oct 2005Oct 2006
CANTON, OH
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 22
Series 24
Series 63
Series 65
Registration record
First registered · October 28, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
T.T.G. FINANCIAL, INC.
CRD 129004 · SEC 801-118184
AUM
$172M
Regulatory assets under management
Employees
5
192 client accounts
Services offered by T.T.G. FINANCIAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does James Lee Evans offer?
James Lee Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANTON, Ohio for a consultation.
What are James Lee Evans's credentials?
James Lee Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lee Evans located?
James Lee Evans is based in CANTON, Ohio, working with T.T.G. FINANCIAL, INC.. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does James Lee Evans charge for services?
James Lee Evans's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is T.T.G. FINANCIAL, INC.?
T.T.G. FINANCIAL, INC. has approximately 5 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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