Evoke Advisors

We're #hiring a new Client Services Associate (CSA) in Los Angeles, California. Apply today or share this post with your network.

Congratulations to Alex Shahidi and David Hou for being ranked #1 and #2 respectively on AdvisorHub’s 200 RIAs to Watch 2024*. We are proud to have them included among such accomplished recipients. https://lnkd.in/ebV_5KHQ *Source: The Advisor Hub Magazine “RIA's to Watch” list published by Advisor Hub Magazine.  Ranking published in June 2024, and based on data as of December 31, 2023. Evoke Wealth, LLC’s (“Evoke”) 2024 Advisor Hub Magazine “RIA's to Watch” advisor recipients were Alex Shahidi (Ranked #1) and David Hou (Ranked #2). Evoke neither received from nor provided compensation to Advisor Hub Magazine with respect to this ranking. Participation is open to all firms and advisors. Nominees are required to have a minimum of seven years’ experience, $150m minimum AUM, and a clean regulatory record. Using data on assets, households, and production, Advisor Hub ranks advisors on three categories: scale, growth, and professionalism. These rankings should not be interpreted as an endorsement and no ranking or award implies any level of skill or training. Rankings and recognition from Advisor Hub Magazine is no guarantee of the advisor’s, or Evoke Wealth, LLC's (“Evoke”), future investment success. Evoke is not affiliated with Advisor Hub Magazine.

Welcome to Evoke, Michael! We are pleased to add your tax expertise to our team.

With Evoke’s 5-year anniversary, we want to thank everyone who has contributed to our growth. When we founded Evoke, our goal was to create and grow an RIA that would be focused, every day, on taking great care of our clients. We’re proud of the milestones that we have achieved and look forward to what lies ahead.

Welcome Alexandra Ong to the Evoke team. We’re so happy you joined us.

Welcome Aidan Hussain, our newest Associate. We're so glad you've joined our Research team.

Congratulations to Melanie Jones, who recently received her Certified Divorce Financial Analyst® certification. 👏 Certification as a Certified Divorce Financial Analyst® does not constitute an endorsement of Melanie Jones and/or Evoke by The Institute for Divorce Financial Analysts™ and does not guarantee or indicate future investment results.

Alex Shahidi has a new take on the conventional 60/40 portfolio in this recent article in InvestmentNews. Check it out here: https://lnkd.in/dDUNume3 Evoke Advisors social media disclosures are available at the following link: https://lnkd.in/dJVSyPMJ

We're #hiring a new Client Services Associate (CSA) in Los Angeles, California. Apply today or share this post with your network.

We’re excited to have Brian Waters join us as General Counsel & Chief Compliance Officer. Welcome to the team!