Cameron
Evans
Foundations Investment Advisors LLC
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About this Advisor
Cameron Evans is a financial advisor based in Greenville, North Carolina, working with Foundations Investment Advisors LLC. Cameron has previously held positions at Evans Wealth & Asset Management, Inc, Coppell Advisory Solutions, LLC, Foundations Investment Advisors LLC, and Lifepro Asset Management, LLC. Cameron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Cameron is part of Foundations Investment Advisors LLC, which operates out of Greenville, North Carolina. The firm has 85 offices and 240 employees. The firm manages assets totaling $5.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Foundations Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$5,442,145,599
240
42,079
$129,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Cameron Evans Work History
Foundations Investment Advisors LLC
Evans Wealth & Asset Management, Inc
Lifepro Asset Management, LLC
Coppell Advisory Solutions, LLC
Disclosures
Please visit the SEC profile of Cameron Evans to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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