EK
EK

Evangeline Kanaris

32 Years of Experience
Lisle, IL
Broker

Evangeline Kanaris is a registered investment advisor at Advisors Asset Management, INC., based in Lisle, IL, with 32 years of industry experience. Evangeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

4343 Commerce Court Suite 214, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Advisors Asset Management, INC.
May 2014 - Present · 12 yrs
Advisors Asset Management, INC.
February 2014 - Present · 12 yrs 3 mos
Advisors Asset Management, INC.Broker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
Commonwealth Capital Securities CORP.Broker
October 2011 - February 2014 · 2 yrs 4 mos
Houlihan Smith & Company, INC.Broker
February 2009 - October 2009 · 8 mos
TD Ameritrade, INC.
June 2007 - February 2008 · 8 mos
TD Ameritrade, INC.Broker
June 2007 - February 2008 · 8 mos
Pfpc Distributors, INC.Broker
September 2002 - June 2006 · 3 yrs 9 mos
Nuveen InvestmentsBroker
May 1988 - July 2001 · 13 yrs 2 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.