Scott P. Evans

LIBERTY ATLANTIC ADVISORS

Princeton, TX

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CRD#: 3092973

Professional summary

Scott Patrick Evans, CFP®, who also goes by Scott P Evans, Scott Evans, is a registered financial advisor currently at LIBERTY ATLANTIC ADVISORS located in Princeton, Texas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott P Evans | Scott Evans

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.

SCOTT EVANS investment-related private residence in Princeton, TX insurance product sales Licensed Insurance Agent Since January 2021 approximately 32 hours per month all hours during trading sell insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Patrick 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: 2017

Experience

Current

November 15, 2023 - Present

LIBERTY ATLANTIC ADVISORS

RIA

CRD#: 327738

Princeton, TX

Past

January 5, 2021 - March 21, 2024

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA

CRD#: 288833

Princeton, TX

Past

December 20, 2016 - December 7, 2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

DENVER, CO

Past

November 2, 2016 - March 1, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

DENVER, CO

Past

August 24, 2007 - January 22, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

DENVER, CO

Past

October 18, 2004 - January 22, 2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

September 27, 2004 - November 3, 2006

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

ST. LOUIS, MO

Past

February 18, 2003 - March 19, 2004

LARIMER CAPITAL CORPORATION

RIA

CRD#: 18189

DENVER, CO

Past

February 12, 2003 - March 19, 2004

LARIMER CAPITAL CORPORATION

CRD#: 18189

DENVER, CO

Past

August 13, 2002 - February 7, 2003

US TRADING LLC

CRD#: 37426

NEW YORK, NY

Past

November 3, 1999 - August 1, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

January 13, 1999 - September 22, 1999

LIPPER ANALYTICAL SECURITIES CORPORATION

CRD#: 6837

SUMMIT, NJ

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.

Highlighted states indicate IAR registrations

IAR

California
(11/22/2023)

IAR

Texas
(11/15/2023)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/17/2016

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/27/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/12/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/2/2016

General Securities Representative Examination

Current Firm

LIBERTY ATLANTIC ADVISORS

CHASE BUCHANAN USA | LIBERTY ATLANTIC ADVISORS LLC | LIBERTY ATLANTIC ADVISORS | CHASE BUCHANAN WEALTH MANAGEMENT, LLC | CHASE BUCHANAN WEALTH MANAGEMENT

CRD#: 327738 / SEC#: 801-132006

California

Registered Investment Advisory firm - (11/22/2023 Approved)

Texas

Registered Investment Advisory firm - (11/15/2023 Approved)

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Contact information

Main Address

Olympia, WA

Mailing Address

Phone number

(720) 655-7510

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 LIBERTY ATLANTIC ADVISORS FORM ADV PART 2A (9/12/2025)

Regulatory assets under management

Total Number of Accounts	314
AUM (Assets Under Management)	$ 125,008,476

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.

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Advisor Monitoring

Firm Stability Insights

Scott P. Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Patrick Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

BEACON GLOBAL ADVISOR NETWORK, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF TRUST COMPANY, FSB

LARIMER CAPITAL CORPORATION

LARIMER CAPITAL CORPORATION

US TRADING LLC

PRUDENTIAL EQUITY GROUP, LLC

LIPPER ANALYTICAL SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 12/17/2016

Series 65

Date: 9/27/2007

Series 63

Date: 11/12/2004

SIE

Date: 3/1/2018

Series 7

Date: 11/2/2016

Current Firm

LIBERTY ATLANTIC ADVISORS

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBERTY ATLANTIC ADVISORS

TRUST BUT VERIFY

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