Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lanta? Claim Your ProfileLanta Evans is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered in the state of Maryland since 2009. Lanta has been in the financial services industry since 2001, holding previous positions at MORGAN STANLEY DW INC. Lanta Evans holds a Series 7, Series 66 and a SIE license. Lanta Evans is also registered as an investment advisor representative in Texas and holds a valid registration as an investment advisor representative in 16 other states. Lanta Evans also provides financial and business consulting services through LEM Financial Services, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MD
04/29/2019 - Present
Raymond James Financial Services Advisors, Inc. (CALVERTON MD)
NY
10/15/2001 - 02/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lanta Evans is the right advisor for you? Invested Better is here to help.
