Evan Dickens
Evan Dickens is a registered investment advisor at Cetera Investment Advisers LLC, based in Bend, Or, Usa, 97, OR, with 14 years of industry experience. Evan 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
300 SW Columbia Street, Suite 201, Bend, Or, Usa, 97, OR, 97702
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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
Evan works as a financial advisor for Jones & Roth Financial Advisors, LLC. He is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services, selling approved insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 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.