Matthew
Evans
Vestgen Advisors, LLC
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About this Advisor
Matthew Evans is a financial advisor based in Palatine, Illinois, working with Vestgen Advisors, LLC. Matthew has previously worked at Ministry Partners Securities, LLC, Barth Financial Advisors, LLC, Crown Capital Securities, L.P, Bentley Financial & Insurance Services, Inc, Barthcalderon, Llp, Raymond James Financial Services,Inc, Raymond James Financial Services Advisors Inc, Fountain Wealth Management, Mohns & Haller Inc, Private Client Services, and Vestgen Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Matthew is part of Vestgen Advisors, LLC, which operates out of Palatine, Illinois. The firm has 9 offices and 100 employees. Vestgen Advisors, LLC manages assets totaling $3.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Vestgen Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vestgen Advisors, LLC Brokerage Details
$3,470,310,102
100
9,800
$354,113
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Evans Work History
Private Client Services
Vestgen Advisors, LLC
Fountain Wealth Management
Mohns & Haller Inc
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Barth Financial Advisors, LLC
Crown Capital Securities, L.P
Bentley Financial & Insurance Services, Inc
Barthcalderon, Llp
Ministry Partners Securities, LLC
Disclosures
Please visit the SEC profile of Matthew Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vestgen Advisors, LLC
Kansas City, MO
Palatine, IL
Chicago, IL
Palatine, IL
Barrington, IL
Palatine, IL
Barrington, IL
Palatine, IL
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