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David Karl Evans

COMPREHENSIVE FINANCIAL PLANNING INC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
2919 UNITED FOUNDERS BLVD., OKLAHOMA CITY, OK 73112CRD# 1060172Firm CRD# 109822
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About

David Karl Evans is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with COMPREHENSIVE FINANCIAL PLANNING INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPREHENSIVE FINANCIAL PLANNING INC
COMPREHENSIVE FINANCIAL PLANNING INC
AUM
$172M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COMPREHENSIVE FINANCIAL PLANNING INC →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1060172
Firm CRD# 109822
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Karl Evans offer?
David Karl Evans specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are David Karl Evans's credentials?
David Karl Evans is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Karl Evans located?
David Karl Evans is based in OKLAHOMA CITY, Oklahoma, working with COMPREHENSIVE FINANCIAL PLANNING INC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does David Karl Evans charge for services?
David Karl 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 COMPREHENSIVE FINANCIAL PLANNING INC?
COMPREHENSIVE FINANCIAL PLANNING INC has approximately 3 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
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Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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