ME
CFP
ME
CFP

Marilyn Laux Evans

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

6565 Americas Parkway NE, Suite 200, Albuquerque, NM, 87110

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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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Other Business ActivitiesSells Insurance

Marilyn is a managing member/agent at Laux Evans and Associates, LLC, DBA-Harvest Moon Wealth Advisors, an entity used to pay business expenses, and sells fixed index and life insurance through The Quantum Group, dedicating minimal time. She is also a notary public and an IAR of Sowell Management Company, which is a full-time position.

Employment History
Current Registrations
TrutoroBroker
September 2017 - Present · 8 yrs 5 mos
Trutoro
September 2017 - Present · 8 yrs 5 mos
Sowell Management
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Wfg Investments, INC.Broker
March 2010 - August 2017 · 7 yrs 5 mos
Wfg Advisors, LP
March 2010 - August 2017 · 7 yrs 5 mos
VALIC Financial Advisors, INC.
March 2002 - April 2010 · 8 yrs 1 mo
VALIC Financial Advisors, INC.Broker
January 1999 - April 2010 · 11 yrs 3 mos
The Variable Annuity Marketing CompanyBroker
March 1987 - December 2001 · 14 yrs 9 mos
State Registrations9 states
AZCACOLAMONMTXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Marilyn Laux Evans - Financial Advisor | TrueAdvisor