Unclaimed Profile

Leila Taratus Evans

CAMG SOLAMERE MANAGEMENT, LLC·CHARLOTTE, North Carolina

Series 7, Series 63CFPClean record17 years registeredCAMG SOLAMERE MANAGEMENT, LLC

6101 CARNEGIE BOULEVARD, CHARLOTTE, NC 28209CRD# 2939186Firm CRD# 150605

Profile Verification

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

Identity

Leila Taratus Evans · CHARLOTTE, NC

Registration

CRD #2939186 · CAMG SOLAMERE MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Dec 2021 – present

QUEENS OAK ADVISORS

Sep 2009 – Dec 2021

CHARLOTTE, NC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Jun 2009 – Sep 2009

BELMONT, NC

STANFORD GROUP COMPANY

Oct 2008 – Mar 2009

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 22, 2008

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMG SOLAMERE MANAGEMENT, LLC

CRD 150605 · SEC 801-70356

AUM

$578M

Regulatory assets under management

Employees

451 client accounts

Services offered by CAMG SOLAMERE MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAMG SOLAMERE MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Leila Taratus Evans offer?

Leila Taratus Evans specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Leila Taratus Evans's credentials?

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

Where is Leila Taratus Evans located?

Leila Taratus Evans is based in CHARLOTTE, North Carolina, working with CAMG SOLAMERE MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Leila Taratus Evans charge for services?

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

How large is CAMG SOLAMERE MANAGEMENT, LLC?

CAMG SOLAMERE MANAGEMENT, LLC has approximately 6 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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