Stephen Dale Evans

Employer firm

Portfolio Medics, LLC CRD 145958

$780M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2013 → 01/2017
  Nfp Retirement
  Aliso Viejo, CA
• 09/2014 → 01/2017
  Nfp Advisor Services
  Austin, TX
• 12/2021 → 04/2022
  Unemployed
  Dothan, AL
• 04/2022 → Present
  Portfolio Medics
  Bonita Springs, FL
• 02/2017 → 05/2018
  Avondale Partners
  Nashville, TN
• 05/2018 → 12/2021
  Janney Montgomery Scott Llc
  Franklin, TN

Previous Registrations

• 2018-05-18 → 2021-12-09
  Janney Montgomery Scott Llc
  Franklin, TN
• 2017-05-09 → 2018-05-15
  Avondale Partners, Llc
  Dothan, AL
  Nashville, TN
  Nashville, TN
• 2013-04-25 → 2017-01-23
  Wealthspire Retirement Advisory
  Dothan, AL
  Aliso Viejo, CA
• 2009-03-09 → 2013-04-15
  Financial Telesis Inc
  San Rafael, CA
  Dothan, AL
• 2008-09-17 → 2009-02-20
  Capsouth Wealth Management
  Dothan, AL
• 2006-09-29 → 2006-12-31
  Nbc Securities, Inc.
  Dothan, AL
  Dothan, AL

Other Businesses

1) elf, Dothan, AL; Not investment related; Title/Position: Owner; Nature: Real Estate Rental Property in Dothan, AL; Duties: No duties - currently managed by a management company; Devotes 10 hours/month; Not compensated. 2) Blue Refuge; School security systems, mental health awareness, COVID protection; 5485 Bethelview Rd. Suite 360-337 Cumming, GA 30040; Start date: 06/30/2020; Consulting; compensated annually; 10hr/month; 0.10hr/day; not investment-related 3) Independent Insurance Agent, sells insurance products, spends approximately 20 hours a month in this endeavor

Exams

• S66 Uniform Combined State Law Examination
  2006-09-28

Other Names

• Stephen D. Evans
• Stephen D. Evans