Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Astute? Claim Your ProfileAstute Evans is a financial advisor with over 9 years of experience in the financial services industry. Astute is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including the Series 7, Series 6, Series 63 and Series 65. Astute Evans is currently registered with Independent Advisor Alliance, LLC and is also affiliated with LPL Financial LLC. Astute Evans has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and investment clubs. Astute Evans provides financial planning, portfolio management, and investment advisory services.
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
NC
06/27/2024 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
08/31/2015 - 09/01/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NJ
07/14/2014 - 11/20/2014
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 12/05/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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