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Robert Hugh Evans Jr.

Advisor at Ameriprise — Tupelo, MS B E Main St

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Tupelo, MS 38804

Ameriprise logo

Ameriprise

Institution

Total advisors

12,773

Across 4,086 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Robert Evans Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Tupelo, MS B E Main St

335 B E Main St

Tupelo MS 38804

Advisors at this office

2

Most active in

Maine · Mississippi · Texas

Work history

32 years of industry experience

Ameriprise

2024 - Present • 2 years

Tupelo, MS

Wells Fargo Clearing

2016 - 2024 • 8 years

Oxford, MS

Wells Fargo Advisors

2012 - 2016 • 4 years

Oxford, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robin H

CFP®, Series 63, Series 65

Tupelo, MS

Haire Wealth Management, Inc.

Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Annuities Private / alternative investments Options & derivatives strategies Real estate investing General retirement planning
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Samuel W

Series 65

Tupelo, MS

Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Ryan K

Series 65

Tupelo, MS

Addicus Advisory, LLC

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Private / alternative investments General retirement planning
user avatar

Andrew A

Series 63, Series 65

Tupelo, MS

Addicus Advisory, LLC

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Private / alternative investments General retirement planning
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Stephen M

CFP®, ChFC®, Series 63

Tupelo, MS

Addicus Advisory, LLC

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Private / alternative investments General retirement planning
user avatar

Anthony S

Series 65

Tupelo, MS

Hardy Reed, LLC

Anthony Savage is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he worked at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities, with a focus on discretionary portfolios, fundamental analysis, and long-term investment strategies.

Wealth management
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