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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
Dallas, TX
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 →Employment History
Current Registrations
Crescent Advisor Group, INC.
January 2018 - Present · 8 yrs
Crescent Securities Group, INC.
January 2018 - Present · 8 yrs
Crescent Securities Group, INC.Broker
January 2018 - Present · 8 yrs
Previous Registrations
Isc Advisors, INC.
March 2013 - January 2018 · 4 yrs 10 mos
Institutional Securities Corporation
January 2008 - December 2013 · 5 yrs 11 mos
Fetterman Investments, INC
January 2006 - March 2011 · 5 yrs 2 mos
Fetterman Investments, INC.Broker
May 2001 - December 2005 · 4 yrs 7 mos
Institutional Securities CorporationBroker
April 1989 - January 2018 · 28 yrs 9 mos
Mutual Service CorporationBroker
August 1988 - December 1988 · 4 mos
T.L. Hill Securities, INC.Broker
May 1984 - June 1987 · 3 yrs 1 mo
Investors Brokerage Services, INC.Broker
November 1981 - June 1987 · 5 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
June 1975 - October 1981 · 6 yrs 4 mos
State Registrations3 states
FLNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.