Unclaimed
Craig Anderson Evans is an investment advisor with Cetera Investment Advisers LLC. Craig has been in the financial services industry since November 1999 and holds the Series 63, 66, 7, and 24 licenses. Craig's firm offers advisory services in the areas of financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Craig also has other business interests, including rental property, retail, and insurance. Craig is a board member for several organizations, including FNB Co. and the Polk County Higher Education & Technology Foundation. Craig is a Certified Financial Planner (CFP).
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.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (LIVINGSTON TX)
CA
11/16/1999 - 03/01/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 9/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/3/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/1/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/2/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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