Evan William Marquis
Investment adviser representative at Milestone Financial Planning, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$590.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Milestone Financial Planning, LLCMay 2023 to now
- TD Bank, N.A.Feb 2022 to Mar 2023
- University of Southern MaineAug 2019 to Jun 2023
- Dick's Sporting Goods Inc.Jan 2019 to Feb 2022
- Shaw's Supermarkets, Inc.Jan 2017 to Jul 2018
- Full Time StudentAug 2012 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NH).
Milestone Financial Planning, LLC
$590.3MAssets managed
257Clients
12Advisers
10 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
- 7758291
- Firm CRD
- 283439