Sam F. Evans
Investment adviser representative at Evans Wealth Management
17 yearsExperience
2 statesRegistered in
CFADesignation
$111.1MFirm assets
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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
Experience
17 years in the industry.
- Evans Wealth ManagementAug 2012 to now
- Legacy Planning Group, Inc.Feb 2012 to now
- Golden Years Advisory, LLCSep 2009 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Evans Wealth Management
Legal name: Golden Years Advisory, LLC
$111.1MAssets managed
97Clients
2Advisers
Under 1 yearIn 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
- 5715560
- Firm CRD
- 151640