Evan Taylor

Financial advisor at Raymond James Financial Services Advisors, Inc · Alexandria, LA

Last updated 2026-10-10

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Evan Taylor is a financial advisor at Raymond James Financial Services Advisors, Inc in Alexandria, LA, CRD 7514345. Licenses and exams on the registration: Series 63, Series 66. First registered 2024-06-12.

Registration

CRD number
7514345
Registration status
Active
First registered
2024-06-12
Years of experience
12
States registered
LA

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2022-03 to 2022-11 · E*trade Securities LLC · Alpharetta, GA
  • 2021-09 to 2022-03 · Prasse-Anderson Law Group · Tampa, FL
  • 2021-07 to 2021-09 · Ikea · Tampa, FL
  • 2018-08 to 2021-12 · State College of Florida · Bradenton, FL
  • 2019-05 to 2020-08 · Applebee's · Venice, FL
  • 2018-07 to 2019-05 · Rib City · Venice, FL
  • 2018-03 to 2018-07 · Unemployed · Venice, FL
  • 2017-07 to 2018-03 · Aston Gardens At Pelican Pointe · Venice, FL
  • 2014-08 to 2017-07 · Venice High School · Venice, FL
  • 2016-05 to 2016-12 · Village On the Isle · Venice, FL
  • 2022-10 to 2024-12 · Charles Schwab & Co., Inc. · Westlake, TX
  • 2024-02 to 2024-12 · Charles Schwab Bank, Ssb · Westlake, TX
  • 2024-12 to Present · Raymond James Financial Services, Inc. · Alexandria, LA
  • 2024-12 to Present · Raymond James Financial Services Advisors, Inc. · Alexandria, LA

Current employment

SEC IAPD record for Evan Taylor

Raymond James Financial Services Advisors, Inc

Regulatory AUM
$390,042,864,529
Registered advisors
6,739
Offices
4,986
Clients per advisor
75.4 (Moderate)
Average AUM per client
$767.1K (Low)
High-net-worth client ratio
18.0% (Moderate)

Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments

What this firm offers

Filed by Raymond James Financial Services Advisors, Inc on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Municipal Advisor
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or Syndicator of Limited Partners

Location

1910 Gus Kaplan Drive, Alexandria, LA 71301

2 advisors at this office.

Raymond James office in Alexandria, LA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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