LPL Financial
38yrs
Top advisor by experience in Lewisville
4yrs
Evalyn Clark
Financial advisor at Ameriprise Financial Services
Evalyn Clark is a fiduciary financial advisor in Lewisville, Texas, with 4 years in the industry. Evalyn joined Ameriprise Financial Services in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 68 advisors with offices in Lewisville, and one of 63 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office870 Hebron Parkway Suite 702, Lewisville, TX 75057
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 ?1 state
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.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Evalyn
Local office(972) 393-7393Ask for Evalyn. (612) 671-3131Main office · Minneapolis, MN 870 Hebron Parkway Suite 702Lewisville, TX 75057Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Evalyn
Tailored to Evalyn’s registration and firm.
- 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 Evalyn
How do I contact Evalyn?
Call Evalyn’s local office at (972) 393-7393 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Evalyn Clark.
How long has Evalyn been a financial advisor?
Evalyn has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Evalyn hold?
Series 66. Tap any license on this page to see what it allows.
Is Evalyn a fiduciary?
Evalyn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evalyn paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Evalyn 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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