Unclaimed
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.
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.
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.
1
2
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.
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
Active
Inactive
F
FINRA
Not sure Lonnie Evans is the right advisor for you? Invested Better is here to help.