Eric Evans
Eric Evans is a registered investment advisor at Cetera Investment Advisers LLC, based in Newberg, OR, with 19 years of industry experience. Eric 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
105 N Main St, Newberg, OR, 97132
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Eric sells fixed insurance with various companies, including life, health, disability, annuities, long-term care, and property and casualty insurance. He also owns Evans Wealth Management (minimal time), Evans Insurance Agency (about full-time), Want Insurance LLC (about 10-20% of his time), and Want Financial LLC (about a quarter of his time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Cascadia Advisory Services, LLC
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations8 states
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