Michael Joseph Evans
Portefeuillebeheerder-Aandelen bij Signature Estate & Investment Advisors LLC
Profiel
Mr. Michael J.
Evans is a Senior Partner at Signature Estate & Investment Advisors LLC.
Prior to becoming an Advisor at SEIA, Mr. Evans was a consultant with Charles Schwab’s private client group in Palos Verdes, California.
Mr. Evans received his Bachelors of Arts degree in Business Administration with an emphasis in Economics from California State Fullerton.
He is a Certified Financial Planner practitioner.
He is also a licensed insurance agent (CA Ins.
License #0B79028).
Actieve functies van Michael Joseph Evans
| Bedrijven | Functie | Begin |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Portefeuillebeheerder-Aandelen | 01-11-2003 |
Eerdere bekende functies van Michael Joseph Evans
| Bedrijven | Functie | Einde |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Opleiding van Michael Joseph Evans
| California State University-Fullerton | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
