Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leila? Claim Your ProfileLeila Taratus Evans is a financial advisor with MAI Capital Management, LLC. Leila has been in the industry since 1997. She previously worked at Capital Guardian, LLC and Stanford Group Company, among other firms. Leila's experience includes working with clients of all types, including individuals, families, businesses, and institutions. Leila is a Certified Financial Planner, and she has specialized experience in investment planning, retirement planning, and estate planning. Leila is registered with the state of North Carolina.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
NC
12/21/2021 - Present
MAI Capital Management, LLC (Charlotte NC)
NC
06/03/2009 - 07/09/2012
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
10/22/2008 - 03/13/2009
STANFORD GROUP COMPANY (CHARLOTTE NC)
NC
11/23/2007 - 10/21/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
MO
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/08/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 12/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Leila Evans is the right advisor for you? Invested Better is here to help.
