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PALADIN RESEARCH REPORT FOR:

Michael Evans

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Telephone Advisor
903.534.4900

I. Snapshot

A. Registry Member
  • Since 2007
B. Years of Experience
  • 37
C. College Degrees
  • La Salle University - Bachelor of Science - Business Management
  • College for Financial Planning - CFP Professional Education Program
D. Certifications
  • CFP®, CSA
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.

G. Asset Requirement
  • $50,000

II. Contact Information

A. Key Contact
  • Becky Miller
B. Main Location
  • 909 E Southeast Loop 323, Ste 210
    One American Center
    Tyler, Texas, 75701
C. Telephone
  • 903.534.4900

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Legacy Group
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Michael Evans dba Legacy Group
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Schwab Institutional

V. Credentials

A. Years of Financial Experience
  • 37 Years
B. College, Degrees, Years
  • La Salle University - Bachelor of Science - Business Management
  • College for Financial Planning - CFP Professional Education Program
D. Financial Industry Associations (Active Memberships)
  • National Assoc. of Christian Fin. Consultants
  • Alzheimers Alliance (Former Board of Directors)
  • National Ethics Bureau (Approved Member)

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • State - Texas
C. Industry Licenses
  • Insurance License(s)
D. Registration & License Numbers
  • CRD: 134797
  • IARD: 1014182
  • Insurance: 709186
E. State Licences
  • Financial Advice, Services for Fees: See List
  • Insurance Products for Commission: Texas
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
  • Available Upon Request
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.

B. Minimum Asset Requirement
  • $50,000
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
G. Types of Reports (Frequency)
  • Did Not Answer
H. Second Language(s)
  • No
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working Years)
  • Individuals & Couples (Retirement Years)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • Michael Evans
Most Recent Update:
  • Jul 13, 2017

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