Evans Taylor
Evans Taylor is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 35 years of industry experience. Evans operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1100 Alakea St, Ste 2400, Honolulu, HI, 96813
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Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Evans is an insurance agent selling various insurance products, dedicating a few hours per week to this activity. Evans also spends about a quarter of his time meeting with clients for financial and retirement planning, potentially making investment recommendations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 states
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.