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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louise? Claim Your ProfileLouise Emerson Evans is a registered investment advisor with Cambridge Investment Research Advisors, Inc. Louise Evans has been working in the financial services industry since 1998. Louise Evans has offices in Newport, VT, where she is licensed as a registered representative in 20 states and an Investment Advisor Representative. Louise Evans has also been licensed as a Registered Representative in several other states in the past. Louise Evans is also registered as an Investment Advisor Representative in Vermont. Louise Evans has passed the Series 6, 7, 63, and 65 examinations, as well as the Securities Industry Essentials Examination. Louise Evans specializes in Retirement Planning, College Savings, Estate Planning, Insurance, and Asset Management.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VT
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Newport VT)
VT
02/25/2011 - 12/31/2015
EQUITY SERVICES, INC. (BROWNINGTON VT)
VT
09/10/2008 - 08/07/2009
EQUITY SERVICES, INC. (MONTPELIER VT)
VT
08/13/1998 - 12/31/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
PA
04/15/1993 - 08/13/1998
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 04/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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