Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ancle? Claim Your ProfileAncle Evans is a registered investment advisor representative with Osaic Wealth, Inc. Ancle has been in the securities industry since December 10, 2015. Ancle is licensed in Texas and New Mexico. Prior to joining Osaic Wealth, Inc., Ancle was a registered investment advisor representative with First Command Brokerage Services, Inc., COUNTRY Capital Management Company, and First Command Financial Planning, Inc. Ancle also works for Marion Management Investments and Life as an agent selling equity indexed annuities, fixed annuities, long-term care, and traditional life insurance. Ancle holds Series 6, Series 63, Series 65, and Series 26 licenses. Ancle is a licensed insurance agent.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
TX
01/24/2025 - Present
Osaic Wealth, Inc. (WACO TX)
NM
05/31/2017 - 11/30/2023
FIRST COMMAND BROKERAGE SERVICES, INC. (ALBUQUERQUE NM)
MO
04/15/2016 - 05/04/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (Osage Beach MO)
MO
01/12/2016 - 03/24/2016
FIRST COMMAND FINANCIAL PLANNING, INC. (SAINT ROBERT MO)
MO
04/15/2015 - 07/02/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (SAINT ROBERT MO)
IA
Issued 06/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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