Unclaimed Profile

Evan John Smith

AMICUS FINANCIAL ADVISORS, LLC·LUBBOCK, Texas

Series 65Clean record5 years registeredAMICUS FINANCIAL ADVISORS, LLC

7021 KEWANEE AVE, LUBBOCK, TX 79424CRD# 6913041Firm CRD# 131315

Profile Verification

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

Identity

Evan John Smith · LUBBOCK, TX

Registration

CRD #6913041 · AMICUS FINANCIAL ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

AMICUS FINANCIAL ADVISORS, LLC

Apr 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 28, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMICUS FINANCIAL ADVISORS, LLC

CRD 131315 · SEC 801-113147

AUM

$439M

Regulatory assets under management

Employees

1,359 client accounts

Services offered by AMICUS FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AMICUS FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Evan John Smith offer?

Evan John Smith specializes in Financial Planning, Investment Management. Contact their office in LUBBOCK, Texas for a consultation.

What are Evan John Smith's credentials?

Evan John Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan John Smith located?

Evan John Smith is based in LUBBOCK, Texas, working with AMICUS FINANCIAL ADVISORS, LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.

How does Evan John Smith charge for services?

Evan John Smith'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 AMICUS FINANCIAL ADVISORS, LLC?

AMICUS FINANCIAL ADVISORS, LLC has approximately 17 employees and manages $439M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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