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Lonnie Weldon Evans

Cobalt Capital, Inc.

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About Lonnie Weldon Evans

Lonnie Weldon Evans is a financial professional with over 30 years of experience in the securities industry. Lonnie has a broad range of experience in the financial services industry, having worked with firms such as Exchangeright Securities, LLC, Waypoint Direct Investments, LLC, and Capital Investment Group, Inc. Lonnie is currently registered with Cobalt Capital, Inc. and Skyway Capital Markets, LLC. Lonnie holds a Series 7, 6, 22, 63, 65 and 26 licenses.

Firm Information

Lonnie Evans is currently registered with Cobalt Capital, Inc.. Cobalt Capital, Inc. is a Corporation formed on March 18, 2005, and is registered in 52 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

8

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.

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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Lonnie Evans’s Registration & Firm History

FL

07/26/2022 - Present

Cobalt Capital, Inc. (LAKE MARY FL)

CA

12/02/2019 - 08/05/2021

EXCHANGERIGHT SECURITIES, LLC (PASADENA CA)

GA

04/22/2019 - 11/20/2019

WAYPOINT DIRECT INVESTMENTS, LLC (Atlanta GA)

SC

12/14/2018 - 02/04/2019

CAPITAL INVESTMENT GROUP, INC. (COLUMBIA SC)

GA

08/03/2015 - 12/06/2018

PREFERRED CAPITAL SECURITIES, LLC (ATLANTA GA)

GA

08/01/2014 - 08/03/2015

INTERNATIONAL ASSETS ADVISORY, LLC (ATLANTA GA)

TX

09/05/2007 - 08/14/2014

REEF SECURITIES, INC. (RICHARDSON TX)

MN

01/29/2007 - 08/17/2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MA

06/21/2004 - 06/09/2005

COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NC

08/29/2003 - 06/21/2004

BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

12/07/2001 - 06/09/2003

DREYFUS SERVICE CORPORATION (NEW YORK NY)

CT

10/03/1997 - 09/07/2001

PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)

NA

03/06/1997 - 10/03/1997

PASADENA FUND SERVICES, INC.

NY

10/29/1996 - 12/20/1996

AIG EQUITY SALES CORP. (NEW YORK NY)

NC

02/18/1992 - 10/11/1996

EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NA

01/07/1991 - 07/09/1992

SUNBELT RESOURCES, INC.

MD

07/11/1989 - 06/05/1992

ARMATA FINANCIAL CORP. (BALTIMORE MD)

NA

08/03/1988 - 03/20/1989

CIS INVESTMENT CORPORATION

NA

05/19/1987 - 04/21/1988

B & D EQUITIES INC.

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Licenses & Designations

IA

Issued 07/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/14/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/15/1985

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lonnie Weldon Evans.
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