Evan Naves
Investment adviser representative at Ifc
10 yearsExperience
1 stateRegistered in
$173.5MFirm assets
1 yearFirm in business
Are you Evan Naves? Claim your profile
Contact this firm
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
10 years in the industry.
- IfcJun 2025 to now
- Umpqua BankSep 2023 to Jun 2025
- The Ridge Golf ClubAug 2022 to May 2024
- Full Time EducationJul 2020 to Aug 2022
- Lake of the Pines GrilleFeb 2018 to Jul 2020
- Full Time EducationAug 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ifc
Legal name: Ifc and Insurance Marketing, Inc.
$173.5MAssets managed
1,050Clients
8Advisers
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
- 8172674
- Firm CRD
- 283976