Ryan Patrick Evans

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Kestra Advisory Services, Llc
  Orlando, FL
• 01/2002 → Present
  Kestra Investment Services, Llc
  Orlando, FL

Other Businesses

Name: Whirly Properties Investment Related: No Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Partner Start Date: 1/1/2003 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: General upkeep, and leasing of the commercial building Name: Evans Financial Partners Investment Related: Yes Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Owner Start Date: 3/4/2007 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: I manage the client and corporate relationships, planning, and day to day operations of Evans Financial Partners Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Name: Evolve Advisor Group Investment Related: Yes Address: 2208 Hillcrest St Orlando FL 32803 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance Position, Title or Relationship: Founder and President Start Date: 6/1/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Managing the overall business, working with existing advisory clients and corporate clients, prospecting for both individual and corporate clients, financial planning and retirement plan consulting Name: EVOLVE ADVISOR GROUP POSITION: Owner/Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 06/01/2020 ADDRESS: 800 N. Magnolia Avenue, Suite 420, Orlando FL 32803, United States DESCRIPTION: I manage the activities of the firm as well as act as an advisor to clients. Name: EVANS FINANCIAL PARTNERS POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 03/04/2007 ADDRESS: 800 N. Magnolia Avenue, Suite 420, Orlando FL 32803, United States DESCRIPTION: I manage the client and corporate relationships, planning, and day to day operations of Evans Financial Partners

Exams

• S66 Uniform Combined State Law Examination
  2001-02-01
• S63 Uniform Securities Agent State Law Examination
  1997-03-05

Designations

• Certified Financial Planner