Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Christopher Lewis is a financial professional registered with First Citizens Investor Services, Inc. in Raleigh, NC. Evan has been in the industry since 2013 and holds the Series 63, Series 7, and Series 24 licenses. Evan has previously worked with Lincoln Financial Distributors, Inc. and Investment Centers of America, Inc. Evan is a specialist in financial planning, portfolio management for individuals and businesses, and selection of other advisors. First Citizens Investor Services, Inc. is an investment advisor with a broad range of services, including portfolio management and financial planning. The firm has over 218 licensed agents and 234 registered representatives and manages over $1.7 billion in client assets.
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.
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
05/10/2017 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
IN
08/14/2014 - 04/17/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
07/12/2013 - 07/31/2014
INVESTMENT CENTERS OF AMERICA, INC. (LAGRANGE IN)
BC
Issued 07/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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