Barton
Evans

Evans Investment Advisors, L.L.C

CRD#4350168
Investment Advisor
in Baton Rouge, LA

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About this Advisor

Barton Evans is a financial advisor who works in Baton Rouge, Louisiana who has 13 years of relevant experience. Evans is an advisor for Evans Investment Advisors, L.L.C. Over the course of their career, Evans has held roles at Evans Investment Advisors, LLC and Fsc Securities Corp. Evans maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana and Texas. Evans Investment Advisors, L.L.C is a financial advisory business headquartered in Baton Rouge, LA. It handles $240 million in assets under management across its 658 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises three charities and foundations. Of its 658 customer accounts, 53% are held by high-net-worth clients who have greater than $1 million in investable assets. Evans Investment Advisors, L.L.C provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on the type of financial services offered. Fees billed by Evans Investment Advisors, L.L.C can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6713 Perkins Rd
Baton Rouge, LA 70808

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Evans Investment Advisors, L.L.C Brokerage Details

Total Assets Under Management

$240,424,119

LA Average: $486,181,852
Total Number of Employees

4

LA Average: 13
Total Number of Accounts

658

LA Average: 722
Average Account Size

$365,386

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Barton Evans Work History

Barton has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Evans Investment Advisors, LLC

2010 - Present (14 years)

Fsc Securities Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barton Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Evans Investment Advisors, L.L.C

Barton Evans
Baton Rouge, LA
Gregory Evans
Baton Rouge, LA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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