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Matthew Evans

7 Years of Experience
Newark, DE
BrokerSells Insurance

Matthew Evans is a registered investment advisor at Cetera Investment Advisers LLC, based in Newark, DE, with 7 years of industry experience. Matthew 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

900 Prides Crossing, Newark, DE, 19713

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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 ActivitiesSells Insurance

Matthew works as an independent contractor selling fixed insurance since 2019. This activity takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
August 2019 - August 2023 · 4 yrs
Securian Financial Services, INC.Broker
March 2019 - August 2023 · 4 yrs 5 mos
State Registrations12 states
AZCADCDEFLLAMDNJNYPATXVA
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.