Gregory W. Evans

EVANS INVESTMENT ADVISORS, L.L.C.

BATON ROUGE, LA 70808

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CRD#: 1320803

Professional summary

Gregory Wade Evans, CFP® is a registered financial advisor currently at EVANS INVESTMENT ADVISORS, L.L.C. located in Baton Rouge, Louisiana and OSAIC WEALTH, INC. located in Baton Rouge, Louisiana.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Gregory has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Comprehensive Financial Planni...

Education Planning

Long-term Care

Insurance Planning

Employee and Employer Plan Ben...

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. LICENSED INSURANCE AGENT-LIFE & HEALTH INVESTMENT ADVISOR REPRESENTATIVE 2. Investment Advisor Representative of Evans Investment Advisors, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wade Evans's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1984

Experience

Current

August 8, 2008 - Present

EVANS INVESTMENT ADVISORS, L.L.C.

Office #1: 6713 Perkinds Rd, Baton Rouge, LA 70808

RIA

CRD#: 147000

BATON ROUGE, LA

Current

November 3, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 6713 Perkins Road, Baton Rouge, LA 70808

RIA

CRD#: 23131

Baton Rouge, LA

Past

March 22, 2005 - August 11, 2008

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BATON ROUGE, LA

Past

November 21, 1984 - November 3, 2023

FSC SECURITIES CORPORATION

CRD#: 7461

BATON ROUGE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EVANS INVESTMENT ADVISORS, L.L.C.

CRD#: 147000 / SEC#: 801-69405

RIA

Registered Investment Advisory firm - (7/31/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(11/3/2023)

Arkansas
(11/3/2023)

California
(11/3/2023)

Colorado
(11/3/2023)

District of Columbia
(2/18/2025)

Florida
(11/3/2023)

Georgia
(11/3/2023)

IAR

Louisiana
(8/8/2008)

Louisiana
(11/3/2023)

Michigan
(11/3/2023)

Mississippi
(11/3/2023)

New York
(11/3/2023)

North Carolina
(11/3/2023)

Ohio
(2/18/2025)

Pennsylvania
(11/3/2023)

Tennessee
(11/3/2023)

IAR

Texas
(8/13/2008)

Texas
(11/3/2023)

Virginia
(11/3/2023)

Wisconsin
(11/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/17/1984

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/29/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EVANS INVESTMENT ADVISORS, L.L.C.

CRD#: 147000 / SEC#: 801-69405

RIA

Registered Investment Advisory firm - (7/31/2008 Approved)

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Contact information

Main Address

6713 Perkins Road, Baton Rouge, LA 70808

Mailing Address

Phone number

(225) 761-7870

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	761
AUM (Assets Under Management)	$ 326,496,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Gregory W. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Wade Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

EVANS INVESTMENT ADVISORS, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2008

Series 63

Date: 6/20/1986

SIE

Date: 10/1/2018

Series 7

Date: 11/17/1984

Series 24

Date: 3/29/1989

FINRA

Current Firm

EVANS INVESTMENT ADVISORS, L.L.C.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EVANS INVESTMENT ADVISORS, L.L.C.

TRUST BUT VERIFY

Contact information

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