David Evans has been President/Chief Compliance Officer of Comprehensive Financial Planning since January 1990, is a control person of the firm and directly owns 75% or more of it.
Comprehensive Financial Planning Inc is an Oklahoma City, OK firm with $176M under management, 100 clients and 2 advisers in one office, as of its March 2026 filing.
- – present · 28 yearsOklahoma City, OK · Adviser representative · Firm CRD 109822
Investment adviser representative registrations
David Evans is registered as an investment adviser representative in Texas, since June 2021.
- TexasSince 11 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 3 August 1987 |
| Series 7 | General Securities Representative Examination | 20 June 1987 |
| Series 22 | Direct Participation Programs Representative Examination | 22 December 1982 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 August 1982 |
- Name
- National Commodity Futures Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Karl Evans
- CRD
- 1060172
- Firm
- Comprehensive Financial Planning · CRD 109822
- Role
- President/Chief Compliance Officer
- Office
- 2919 United Founders Blvd., Oklahoma City, OK 73112
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
Where does David Evans work?
David Evans has been President/Chief Compliance Officer of Comprehensive Financial Planning Inc since January 1990, and is a control person of the firm.
Is David Evans a financial advisor?
Yes. David Evans has a current investment-adviser registration in Texas, through Comprehensive Financial Planning since June 1998.
How many years of experience does David Evans have?
David Evans has 28 years in the financial industry, since June 1998, across 1 adviser firm.
What exams has David Evans passed?
David Evans has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 7 and Series 3. The earliest, the Series 6, was passed in August 1982.
Where is David Evans based?
David Evans’ registered office is in Oklahoma City, OK.
Is David Evans registered with FINRA?
No. David Evans has no current broker registration.
How can I verify David Evans’ record?
Search CRD 1060172 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Evans’ full registration record.