JamesEvans- Financial Advisor Canton, OH

Home > Financial Advisor Directory > ohio > canton

About James Evans

TTG Financial is a Registered Investment Advisor, a Fiduciary. As such, a RIA is bound ethically and legally to always act in the best interest of your clients.

We manage assets and consult and advise on any and all financial and investment topics with considerable expertise in Retirement Planning, Estate Planning, Special Needs Planning and 401K Administration. Therefore, we sell no products such as Insurance or Annuities, and are Fee Only, so we do better when you do better.

We have a Certified Financial Planner (CFP^®), Master Registered Financial Consultant (MRFC^®), Qualified Pension & 401K Administrator (QPA^®, QKA^®) and a Chartered Special Needs Consultant (ChSNC^®) on staff working WITH you and FOR you to achieve your goals. There is no cookie cutter approach. Every client's needs are unique.

See Disclosures

General Information

Firm Start Year

2006

No. of Employees

CRD#

1598919

Firm CRD#

129004

Name of Custodial Firm

Schwab

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

James L. Evans has been in the financial services business for 38 years. After serving as branch manager for a retail brokerage firm for 17 year he desired to provide advice as an independent fiduciary and in October 2006 founded TTG Financial along with his business partner Jim Kotagides. His broad responsibilities including compliance, accounting, trading , financial planning and asset allocation modeling. He obtained his Investment Advisor Representative license (Series 65) in August of 2003. He has four Professional Designations; Qualified Pension Administrator^® in May 1992 and Qualified 401(k) Administrator^® in July 2002 issued by the American Society of Pension Professionals and Actuaries, the Certified Financial Planner^® designation issued by the Board of Certified Financial Planners in October 2005 and the Chartered Special Needs Consultant^® designation issued by the American College.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, QPA^®, QKA^®, ChSNC^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$148,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$155000000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee, Based on Assets, Hourly

Fee % Based on Assets

See CRS

Additional Details on Charges

Detailed information is available at our website in both our CRS and ADV. www.teamttg.com

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891443/paladinregistry-TTG-Financial-Inc-detailed-disclosure.html

Disclaimer

https://www.teamttg.com/disclosures/

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

James Evans

TTG Financial Inc