RT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M
Fee Structure
This brochure supplement provides information about David Evaul and supplements the Crescent Advisor Group, Inc. brochure. Please refer to the Crescent Advisor Group, Inc. brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
4975 Preston Park Blvd., Suite 820, Plano, TX, 75093
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Russell is the Vice President of Retail Operations at Crescent Securities Group, Inc. since 2001, overseeing broker/dealer operations and assisting with compliance efforts on a full-time basis.
Employment History
Current Registrations
Crescent Advisor Group, INC.
October 2012 - Present · 13 yrs 3 mos
Crescent Securities Group, INC.Broker
December 2001 - Present · 24 yrs 1 mo
Previous Registrations
First Financial Equity CorporationBroker
August 2005 - June 2009 · 3 yrs 10 mos
Flexvest Securities Group, INC.Broker
July 1996 - July 2005 · 9 yrs
State Registrations15 states
ALCACTIAINMDMENJNVNYORSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.