John Evans
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Cetera
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rogers, AR 72758
Credentials
Series 66
Industry experience
23 years
John Evans is a financial advisor with Cetera, holding a Series 66 credential and bringing 23 years of industry experience. He has an extensive background that includes roles at Avantax Investment Services, 1ST Global Advisors, and Landmark CPA, where he is a member overseeing audit, tax, accounting, and consulting services. Outside of his advisory work, he is involved with Landmark Financial as a referring advisor and holds membership in Compass Properties of Fort Smith, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large independent advisor network. The firm offers a wide range of portfolio management, financial planning, and fiduciary services, employing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.
Based on Cetera
Based on Cetera
Flat fees for financial planning and consulting negotiated with client
$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)
Hourly consulting and financial planning rates negotiated with client
Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case
2003 South Horsebarn Road, Suite 4
Rogers, AR 72758
Arkansas
Cetera
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Investment Services, INC.
2019 - 2025 (6 years)
Avantax Advisory services
2019 - 2025 (6 years)
Landmark CPA, PLC
2018 - Present (8 years)
Avantax Insurance Services, INC.
2005 - 2025 (20 years)
1ST Global Advisors, Inc.
2003 - 2019 (16 years)
1ST Global Capital Corp.
2002 - 2019 (17 years)
Landmark PLC Certified Public Accountants
1985 - Present (41 years)
Beall Barclay & Co., PLC, CPA's
1985 - 2018 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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