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Kenneth Troy Evans

Advisors Asset Management, Inc.

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About Kenneth Troy Evans

Kenneth Evans is a financial advisor with over 25 years of experience in the financial services industry. Kenneth currently works for Advisors Asset Management, Inc. Kenneth has held previous roles at firms such as Transamerica Capital, Inc. and Eaton Vance Distributors, Inc.. Kenneth is licensed to provide investment advisory services in Texas. Kenneth also holds licenses to provide securities brokerage services in Texas and Oklahoma. Kenneth specializes in providing investment advice and portfolio management services to individuals, businesses, and investment companies.

Firm Information

Kenneth Evans is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Evans’s Registration & Firm History

TX

03/13/2023 - Present

Advisors Asset Management, Inc. (BOERNE TX)

CO

02/26/2022 - 02/24/2023

TRANSAMERICA CAPITAL, INC. (DENVER CO)

MA

09/07/2001 - 03/03/2022

EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)

NJ

02/18/1999 - 08/24/2001

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NY

02/10/1998 - 10/27/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

CO

07/02/1997 - 08/27/1997

ENDEAVOR GROUP (DENVER CO)

CT

11/22/1995 - 07/10/1996

WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)

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Licenses & Designations

IA

Issued 05/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kenneth Troy Evans.
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