Paul Gregory Evans

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Newtown, PA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA
• 03/2017 → Present
  Mml Investors Services, Llc
  Newtown Square, PA

Previous Registrations

• 2010-10-29 → 2017-12-31
  Newsquare Capital, Llc
  Newtown Square, PA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2008-02-11 → 2015-01-02
  New England Securities
  Newtown Square, PA
  Newtown Square, PA

Other Businesses

(1)NAME: PAUL EVANS INV REL: Y ADDR: 16 CAMPUS BLVD NEWTOWN SQUARE PA 19073 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LTC POSITION: AGENT START: 08/2011 NO HRS/MO: 25 NO HRS/MO DUR TRADING: 25.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-08
• S63 Uniform Securities Agent State Law Examination
  2000-01-21