Evan Compton

Financial Adviser at W&s Brokerage Services, Inc. in San Diego, CA

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(619) 684-7569

Address

2815 Camino Del Rio S Suite 280 in San Diego, CA 92108

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Specialties

Annuities
Bonds & Fixed Income
Business Planning
Education Savings
Equities
Estate Planning

Life Insurance
Mutual Funds
Retirement Planning
Risk Management
Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 6

The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs). As of October 1, 2011

Series 63

The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well. As of October 1, 2011

Associations

NAIFA

Member October 2014 – present

North San Diego Business Chamber of Commerce

Member April 2015 – present

Background

Education

Purdue University

Business Management 2010

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