Unclaimed
Amanda Evans is an investment advisor representative at Cain, Watters & Associates, LLC, based in Frisco, Texas. Amanda holds a Series 65 license and has been in the industry since 2017. Amanda has experience working with various clients, including individuals, high-net-worth individuals, charitable organizations, and trustees for pension plans. Cain, Watters & Associates, LLC, offers various investment advisory services, including financial planning, portfolio management for individuals, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/12/2024 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 03/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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