Evolution Financial Advisors
Evolution Financial Advisors is an advisor services firm, focused on meeting the needs of today's independent financial professional. We take pride in being the essential resource that you can turn to at any time, helping you realize that while you are in business for yourself, you aren't in business by yourself. Our mission is for you to spend your time focusing on what you do best: helping your clients realize their financial dreams and goals. We provide the personal, tailored service of a boutique firm combined with the powerful backing, product selection, resources, and benefits of one of the nation's most advanced broker/dealers. Our most successful partnerships are with advisors and firms who are interested in addressing business growth, succession planning, and the expanding complexity of compliance management and back office administration. For disclosures, please see our website. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Verified contacts
6
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
5
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- CV
Chris Virgil
Assistant Vice President · General Business & Management
EmailPhone - VB
Victoria Bach
President · General Business & Management
EmailPhone - DR
D. Robert Anderson
Vice President · General Business & Management
EmailPhone - AL
Alissa Lusardi
Supervision Analyst · Operations
EmailPhone - MS
Mandy Szewczuk
Marketing and Operations Coordinator · Advertising & Marketing
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Evolution Financial Advisors
5 distinct titles indexed · top 5 shown.
- 1assistant vice president
- 1marketing and operations coordinator
- 1president
- 1supervision analyst
- 1vice president
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