Evan Taylor
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Dec 2024 to now
- Raymond James Financial Services, Inc.Dec 2024 to now
- Charles Schwab Bank, SsbFeb 2024 to Dec 2024
- Charles Schwab & Co., Inc.Oct 2022 to Dec 2024
- E*trade Securities LLCMar 2022 to Nov 2022
- Prasse-anderson Law GroupSep 2021 to Mar 2022
- IkeaJul 2021 to Sep 2021
- Applebee'sMay 2019 to Aug 2020
- State College of FloridaAug 2018 to Dec 2021
- Rib CityJul 2018 to May 2019
- UnemployedMar 2018 to Jul 2018
- Aston Gardens At Pelican PointeJul 2017 to Mar 2018
- Village On the IsleMay 2016 to Dec 2016
- Venice High SchoolAug 2014 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (LA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7514345
- Firm CRD
- 149018