Shamiah Shalette Evans
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm 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
- Pension consulting
Experience
11 years in the industry.
- Kestra Advisory Services, LLCDec 2023 to now
- Kestra Investment Services, LLCMay 2023 to now
- O-city Home Team LLCFeb 2016 to now
- Glenn Harris Associates& InsuranceJun 2020 to Mar 2024
- Mathis Brother's FurnitureDec 2019 to Jan 2020
- University of HoustonAug 2019 to May 2022
- Mathis Brothers FurnitureJun 2018 to Jan 2019
- Westmoore High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OK).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7732374
- Firm CRD
- 283330