Individual Firm
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DANIEL JOSEPH EVANS
DANIEL J. EVANS, DANIEL EVANS, DANNY EVANS
CRD#: 2558673
IA
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STRATEGY CAP, LLCCRD#: 323391 360 SW POWERHOUSE DRIVE
SUITE 300
BEND, OR 97702
SUITE 300
BEND, OR 97702
0
Disclosures
21
Years of Experience
View By:
State Registrations
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Oregon 11/1/2022
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Washington 1/25/2023
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Texas 10/19/2022
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Registered with this firm since 10/19/2022
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 12/20/2013 - 12/31/2022 | BEND, OR | |
B | 12/20/2013 - 12/31/2022 | BEND, OR | |
IA | 01/28/2010 - 12/24/2013 | BEND, OR | |
IA | 05/06/2005 - 12/20/2013 | BEND, OR | |
B | 05/06/2005 - 12/20/2013 | BEND, OR | |
IA | 12/15/2004 - 05/09/2005 | BEND, OR | |
B | 10/29/2004 - 05/09/2005 | FORT WAYNE, IN | |
B | 10/29/2004 - 05/09/2005 | FORT WAYNE, IN | |
B | 11/17/1994 - 10/12/1995 | EDISON, NJ |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.