RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B••••• T••••• E••••
- Title
- CFP® | Investment Advisor Representative | Registered Representativereportedevansinvestmentadvisors.comfirm site, Sep 15, 2026
- Designations
- CFPreportedevansinvestmentadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- evansinvestmentadvisors.com/staff/bart-evansreportedevansinvestmentadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- E•••• I••••••••• A•••••••• L••••• independent RIA currentsince Jan 20, 2010 · Baton Rouge, La
- F•• S••••••••• C••••••••• formerMar 6, 2007 to Aug 14, 2008 · Baton Rouge, La
- F•• S••••••••• C••••••••• to E•••• I••••••••• A•••••••• L•••••left Aug 14, 2008, registered Jan 20, 2010 (524 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address