Lanta Evans is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ashton, MD, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

17800 New Hampshire Ave, Ashton, MD, 20861

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Lanta is the owner/proprietor of LEM Financial Services, LLC, providing financial and business consulting services since 2008. This takes about 10-20% of Lanta's time, with a few hours per week during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 8 mos
Raymond James Financial Services, INC.
February 2005 - Present · 21 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2005 - Present · 21 yrs 7 mos
Previous Registrations
Raymond James Financial Services
February 2005 - January 2009 · 3 yrs 11 mos
Morgan Stanley
January 2002 - February 2005 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 2001 - February 2005 · 3 yrs 4 mos
State Registrations15 states
CACTDCFLGALAMAMDNCNJNVORSCTXVA
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.