Unclaimed Profile

Barton Thomas Evans

EVANS INVESTMENT ADVISORS, L.L.C.·BATON ROUGE, Louisiana

SIE, Series 7, Series 66CFPClean record19 years registeredEVANS INVESTMENT ADVISORS, L.L.C.

6713 PERKINS ROAD, BATON ROUGE, LA 70808CRD# 4350168Firm CRD# 147000

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barton Thomas Evans · BATON ROUGE, LA

Registration

CRD #4350168 · EVANS INVESTMENT ADVISORS, L.L.C. · 19 years registered

Brand Profile

Not yet started

Career History

EVANS INVESTMENT ADVISORS, L.L.C.

Jan 2010 – present

FSC SECURITIES CORPORATION

Mar 2007 – Aug 2008

BATON ROUGE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 6, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVANS INVESTMENT ADVISORS, L.L.C.

CRD 147000 · SEC 801-69405

AUM

$290M

Regulatory assets under management

Employees

708 client accounts

Services offered by EVANS INVESTMENT ADVISORS, L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EVANS INVESTMENT ADVISORS, L.L.C. →

Introduction

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Frequently Asked Questions

What services does Barton Thomas Evans offer?

Barton Thomas Evans specializes in Financial Planning, Investment Management. Contact their office in BATON ROUGE, Louisiana for a consultation.

What are Barton Thomas Evans's credentials?

Barton Thomas Evans holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Barton Thomas Evans located?

Barton Thomas Evans is based in BATON ROUGE, Louisiana, working with EVANS INVESTMENT ADVISORS, L.L.C.. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.

How does Barton Thomas Evans charge for services?

Barton Thomas Evans's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EVANS INVESTMENT ADVISORS, L.L.C.?

EVANS INVESTMENT ADVISORS, L.L.C. has approximately 4 employees and manages $290M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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