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Portfolio Management for Investment Companies Advisors
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Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Boxborough, MA

0 Disclosures

ADVISOR BIO

Evan Peter Welch is a financial advisor with over 25 years of experience in the industry. Evan is currently registered with Cambridge Investment Research Advisors, Inc. and Bridgeport Financial Solutions. Evan has a wide range of experience in financial planning, investment management, and insurance. Evan is also a Certified Financial Planner (CFP®). Evan has experience working with individuals, families, businesses, and charitable organizations. Evan is committed to providing personalized financial advice that helps clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Centaurus Financial, Inc.

location

KENNEWICK, WA

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Harris is a financial advisor registered with Centaurus Financial, Inc. Evan has been in the industry since 2024 and is licensed to provide financial services in Washington. Evan holds the Series 66, Series 7TO, and SIE exams. Evan is a Director of Client Relations at Alpha III Wealth Management. Evan specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed
location

MIAMI, FL

0 Disclosures

ADVISOR BIO

Evan Reilly is a financial advisor with Corient. Evan has been in the financial industry since 2015. Evan holds the Series 6, Series 63 and Series 65 licenses. Evan is registered with the state of Michigan as an Investment Advisor Representative. Evan specializes in working with high-net-worth individuals, corporations, charitable organizations and pooled investment vehicles. Evan has a proven track record of success in providing financial advice to a variety of clients. Evan is committed to providing clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Camp Hill, PA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Evan Shiley is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Evan is registered with the state of Pennsylvania and has been in the securities industry for over three years. Evan is also a Registered Representative of Cambridge Investment Research, Inc. in Pennsylvania and is affiliated with KCA Wealth Management in Camp Hill, Pennsylvania. Evan has passed the Series 7TO, Series 66 and the SIE examinations and has also passed the Uniform Combined State Law Examination. Evan has experience providing financial services to individuals, high-net-worth individuals, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Noblesville, IN

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Evan Werckenthien is a financial advisor with Cambridge Investment Research Advisors, Inc. Evan has been in the industry since July 2012 and is registered with the state of Indiana, as well as nine other states. Evan specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Portland, OR

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Evan Boston White is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Evan has been in the securities industry since August 2004. Evan's previous experience includes working with CRI SECURITIES, LLC and SECURIAN FINANCIAL SERVICES, INC. Evan holds licenses for Series 63, Series 65, Series 7, and the Securities Industry Essentials Examination. In addition to being registered with Cambridge Investment Research Advisors, Inc., Evan is also registered with the state of Oregon, Texas, and Washington. Evan is a licensed insurance agent and works with Finity Group, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Fort Lauderdale, FL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Evan Enisman is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc., based in Fort Lauderdale, FL. Evan has been in the financial services industry for over 16 years, and holds a Series 7, Series 66, and Series 99TO license. Evan also has experience with National Securities Corporation and Prime Capital Services, Inc.. Evan works with individual investors, high-net-worth individuals, businesses, and charitable organizations. In addition to financial planning and portfolio management, Evan provides other services such as pension consulting, educational seminars, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

West Linn, OR

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Evan Connell is an active investment advisor representative registered with Cambridge Investment Research Advisors, Inc. in Oregon and Washington. Evan has been in the industry since 2002 and has worked for several financial firms, including CRI Securities, LLC, Securian Financial Services, Inc., and Sentra Securities Corporation. Evan is registered to offer securities and investment advisory services in 12 states. Evan holds the Series 6, 63, 65 and SIE licenses and is an active member of the securities industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFC ® (Certifications)

location

WASHINGTON, IL

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Everett Roy Freeberg is a financial advisor who has been working in the financial industry since 1982. He has been with Cambridge Investment Research Advisors, Inc. since 2005 and is registered in Illinois. Everett is a Chartered Financial Consultant. In addition to his work with Cambridge Investment Research Advisors, Inc., Everett is also an independent insurance agent. He provides financial planning and other services to individuals, high-net-worth individuals, families, small businesses, and corporations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Atcap Partners, LLC | CFC ® (Certifications)

location

New York, NY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Farrel Alain Liger is a registered investment advisor representative with Atcap Partners, LLC. Farrel has been in the securities industry since May 2015. Farrel has registrations with the state of New York and with FINRA. Farrel holds the Series 7, Series 66, and the Securities Industry Essentials (SIE) examinations. Farrel is a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services

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