Michael Evans

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About Michael Evans

See Disclosures

General Information

Firm Start Year

1924

CRD#

1014182

Firm CRD#

134797

Insurance License#

709186

Name of Custodial Firm

Schwab Institutional, Pershing,

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

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

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CSA^®

Firm Information

Assets Managed by Advisor

$50,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Commissions, Hourly

Education

Bachelor of Science - Business Management -

La Salle University
-

CFP Professional Education Program -

College for Financial Planning
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886620/paladinregistry-Legacy-Group-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Legacy Group