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Rush Kirk Evans

6 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
108 clients
Average Client Portfolio
$737.8M average
Assets Under Management
$79.7B

Fee Structure

Financial Planning:Investment management only
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Russell Investments
December 2024 - Present · 1 yr 2 mos
Russell Investments Implementation Services, LLC
December 2024 - Present · 1 yr 2 mos
Russell Investments Implementation Services, LLCBroker
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Blackrock Investments, LLCBroker
January 2024 - August 2024 · 7 mos
Blackrock Execution ServicesBroker
November 2021 - January 2024 · 2 yrs 2 mos
Blackrock Investments, LLCBroker
May 2021 - November 2021 · 6 mos
Blackrock Investment Management, LLC
April 2021 - August 2024 · 3 yrs 4 mos
Wells Fargo Clearing Services, LLC
July 2018 - October 2019 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2018 - October 2019 · 1 yr 4 mos
Charles Schwab & CO., INC.Broker
September 2017 - June 2018 · 9 mos
State Registrations1 state
WA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Rush Kirk Evans - Financial Advisor | TrueAdvisor