Phillip Richard Evans

Current Employers

Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-27
IN	RA	APPROVED	2003-05-28

FL RA
APPROVED

Since 2025-10-27
IN RA
APPROVED

Since 2003-05-28

Branch Locations

Estero, FL • United States

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Valeo Financial Advisors, Llc	Carmel	IN	05/2003	Present
Forensic Investments, Llc	Carmel	IN	07/2004	Present

05/2003 → Present

Valeo Financial Advisors, Llc

Carmel, IN
07/2004 → Present

Forensic Investments, Llc

Carmel, IN

Previous Registrations

2002-05-17 → 2003-12-31

The Valeo Financial Group, Llc

Indianapolis, IN

Other Businesses

2022 Forensic Investments, LLC Carmel, IN: Forensic Accounting and Expert Witness support/consulting for securities and trust litigation. Zero Hours during trading.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1991-05-09

S63 Uniform Securities Agent State Law Examination

1991-05-09

Designations

Other Names

Rick Evans

View on SEC IAPD