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Evans L. Taylor
CETERA INVESTMENT ADVISERS LLC
HONOLULU, HI 96813
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CRD#: 2101193
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Professional summary
Evans Lee Taylor, AIF®, CFP®, ChFC®, CLU®, who also goes by Evans L Taylor, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Honolulu, Hawaii and CETERA WEALTH SERVICES, LLC located in Honolulu, Hawaii.
Evans is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Evans has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Evans L Taylor
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. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FIXED INSURANCE
START DATE: 12/2016
APX NUMBER OF HOURS PER WEEK: 4
APX NUMBER OF HOURS DURING TRADING HOURS: 4
POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT
BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, AND CANCER INSURANCE
2. NAME OF OTHER BUSINESS: LATITUDE WEALTH MANAGEMENT
INVESTMENT RELATED: YES
ADDRESS: SAME AS REGISTERED LOCATION
NATURE OF BUSINESS: FINANCIAL/RETIREMENT PLANNING AND INVESTMENT ADVICE
START DATE: 1/2017
APX NUMBER OF HOURS PER WEEK: 40
APX NUMBER OF HOURS DURING TRADING HOURS: 40
BRIEF DESCRIPTION OF DUTIES: MEET WITH CLIENTS TO EITHER DESIGN RETIREMENT/FINANCIAL PLANS, OR TO DO AN EXISTENT PLAN. AS PART OF THAT PROCESS, INVESTMENT RECOMMENDATIONS MAY OR MAY NOT BE MADE DEPENDING ON THEIR SPECIFIC SITUATION.
CRS (Client Relationship Summary) - RIA
Click below to view Evans Lee Taylor's 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®
Start date: 1998
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 1100 Alakea St Ste 2400, Honolulu, HI 96813RIA
CRD#: 105644
HONOLULU, HI
Current
February 6, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1100 Alakea St Ste 2400, Honolulu, HI 96813BD
CRD#: 13572
Honolulu, HI
Past
February 6, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
January 21, 2011 - February 8, 2017
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
HONOLULU, HI
Past
February 18, 2010 - February 8, 2017
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
HONOLULU, HI
Past
July 26, 2000 - January 29, 2010
NEW ENGLAND SECURITIES
RIA
CRD#: 615
HONOLULU, HI
Past
February 22, 2000 - January 29, 2010
NEW ENGLAND SECURITIES
BD
CRD#: 615
HONOLULU, HI
Past
March 7, 1991 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 5181
BOSTON, MA
Past
March 7, 1991 - February 28, 2000
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
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
RR
Arizona(7/12/2022)
RR
California(2/6/2017)
RR
Colorado(1/5/2023)
RR
Hawaii(2/6/2017)
IAR
Hawaii(6/29/2023)
RR
Louisiana(2/6/2017)
RR
Maryland(5/17/2024)
RR
Nebraska(9/10/2025)
RR
Nevada(9/22/2025)
RR
New Hampshire(12/7/2020)
RR
New Mexico(12/7/2020)
RR
Oregon(11/25/2019)
RR
Texas(5/2/2017)
IAR
Texas(6/29/2023)
RR
Washington(11/26/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
