A complete list of active advisors currently associated with Evans Investment Advisors, L.L.C.
Warmer can help you find a great advisor at Evans Investment Advisors, L.L.C. or one who fits your needs even better.
Evans Investment Advisors provides personalized financial planning and investment management to individuals (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm delivers services on both discretionary and nondiscretionary bases, offers hourly or fixed‑fee planning engagements, and may engage third‑party asset managers for portions of client portfolios. Investment strategy centers on strategic asset allocation using a core‑and‑satellite model built primarily from mutual funds and ETFs with global diversification; security analysis can include charting and cyclical techniques. The firm manages most client assets on a discretionary basis and performs documented quarterly reviews and compliance oversight to align portfolios with written investment policy statements. Noteworthy for a small advisory team, the firm reports managing a substantial asset base across roughly 800 accounts, and its advisory staff hold professional credentials such as CFP and CPA. The brochure discloses affiliations with a broker‑dealer and recommended custodians that provide institutional services; some employees are also registered representatives and may receive commission or insurance compensation, a potential conflict the firm says it monitors through policies and supervisory reviews.
To learn more about the advisors currently working at Evans Investment Advisors, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 24
| |
Baton Rouge, LA
| 41
| |
Baton Rouge, LA
| 4
|
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