Hardy Reed
41yrs
Top advisor by experience in Tupelo
32yrs
Robert Evans
Financial advisor at Ameriprise Financial Services
Robert Evans is a fiduciary financial advisor in Tupelo, Mississippi, with 32 years in the industry. Robert joined Ameriprise Financial Services in 2024, after 12 years at Wells Fargo Advisors and 15 years at Merrill. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 48 advisors with offices in Tupelo, and one of 45 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 12% by experience nationwide
Office335b E Main St, Tupelo, MS 38804
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowAmeriprise Financial Services, LLCCurrent firm
- 2012 – 2024Wells Fargo Clearing Services, LLCPreviously
- 1998 – 2012MerrillPreviously
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Ameriprise Financial Services at (612) 671-3131 and ask for Robert Evans. Robert works from the Tupelo, MS office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 32 years. Top 12% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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