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Marjorie Harwood

R.L. EVANS CO. INC.·BELLEVUE, Washington
Unclaimed Profile
3535 FACTORIA BLVD SE, BELLEVUE, WA 98006CRD# 7160959Firm CRD# 110699
01

About

Marjorie Harwood is a registered financial advisor based in BELLEVUE, Washington, affiliated with R.L. EVANS CO. INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
R.L. EVANS CO. INC.
EVANS CAPITAL MANAGEMENT ASSOCIATES
AUM
$464M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at R.L. EVANS CO. INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7160959
Firm CRD# 110699
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marjorie Harwood offer?
Marjorie Harwood specializes in Financial Planning, Investment Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Marjorie Harwood's credentials?
Marjorie Harwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marjorie Harwood located?
Marjorie Harwood is based in BELLEVUE, Washington, working with R.L. EVANS CO. INC.. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Marjorie Harwood charge for services?
Marjorie Harwood'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 R.L. EVANS CO. INC.?
R.L. EVANS CO. INC. has approximately 4 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
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Research
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