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Lionel Evans

15 Years of Experience
Scottsdale, AZ
Broker

Lionel Evans is a registered investment advisor at Cetera Investment Advisers LLC, based in Scottsdale, AZ, with 15 years of industry experience. Lionel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

7025 N SCOTTSDALE RD STE 115 and 110, Scottsdale, AZ, 85253

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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 Activities

Lionel operates Wilde Wealth Management as a DBA for financial services, dedicating full-time hours to it. He also owns Integrity Wealth Management LLC, an income flow-through entity, but spends no time on it.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Cetera Advisors LLC
February 2017 - March 2024 · 7 yrs 1 mo
Edward Jones
August 2010 - February 2017 · 6 yrs 6 mos
Edward JonesBroker
July 2010 - February 2017 · 6 yrs 7 mos
State Registrations23 states
AZCAFLGAILINKSLAMDMIMSNCNJNVOHORPAPRTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lionel Evans - Financial Advisor | TrueAdvisor