Evans Financial Services Group, Inc.

Broker-DealerFINRA MemberEst. 2026
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Dallas, Texas
CRD number
335764
Registered since
June 25, 2026

Firm profile

FINTRX

Overview

Evans Financial Services Group, Inc. is organized as a corporation with individual ownership. The firm is listed as an SEC-registered adviser with a registration year recorded as 2026 and is classified as "Unclassified" in the snapshot data. The profile indicates the adviser does not identify as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Documented fields for client segments, fee structure, business activities and advisory services are blank in the available record, which leaves the firm's target markets and service model unspecified.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Nash Huntington Evans

    CEOCRD 7867170

Contacts

3 of 4
  • Tracie Okeefe

    Tracie Okeefe

    FinOpCRD 5924814

  • Timothy Costello

    Timothy Costello

    Compliance ConsultantCRD 7092108

  • Christopher Paolino

    Christopher Paolino

    FinOpCRD 5707178

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
4925 Greenville Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth