PE
Phillip Evans
from Sovereign Wealth Advisors LLC
Phillip Evans is a financial advisor based in Texas, Houston,
with 29 years of experience. Phillip currently works for
Sovereign Wealth Advisors LLC.
Phillip maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Phillip Evans works at Sovereign Wealth Advisors LLC
Sovereign Wealth Advisors LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $513,465,223 of assets under management and employs about 30 people. Sovereign Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
10 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3120 Southwest Frwy, Suite 500, Houston, Texas, 77098
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