Patrick W Evans
Investment adviser representative at Stonex Advisors Inc.
11 yearsExperience
2 statesRegistered in
$5.1BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Stonex Advisors Inc.Apr 2021 to now
- Stonex Securities IncApr 2021 to now
- Pruco Securities, LLCOct 2018 to Apr 2021
- The Prudential Insurance Company of AmericaOct 2018 to Apr 2021
- MML Investors Services, LLCMar 2017 to Oct 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Oct 2018
- Metlife Securities Inc.Jan 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (AL, FL).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4825028
- Firm CRD
- 174182