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CE

Cameron M. Evans

CAPITAL INVESTMENT ADVISORY SERVICES
GREENVILLE, NC 27858
Some features on this profile are disabled
CRD#: 3216303
CE

Professional summary

Cameron Merrill Evans is a registered financial advisor currently at CAPITAL INVESTMENT ADVISORY SERVICES, LLC located in Greenville, North Carolina.

Cameron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Cameron has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

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) EVANS WEALTH & ASSET MANAGEMENT, INC. (DBA); INVESTMENT RELATED; 905-B CONFERENCE DR, GREENVILLE, NC 27858; INSURANCE AGENT; START DATE 9/1999; APPROXIMATELY 40 HRS/WK DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2) EVANS WEALTH & ASSET MANAGEMENT, INC. (DBA); INVESTMENT RELATED; 905-B CONFERENCE DR, GREENVILLE, NC 27858; PRESIDENT; START DATE 2012; APPROXIMATELY 40 HRS/WK DURING TRADING HOURS; FINANCIAL ADVISORY SERVICES (MONEY MANAGEMENT, INSURANCE, CONSULTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron Merrill 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®
None

Experience

Current

September 8, 2025 - Present

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Office #1: 905-b Conference Dr, Greenville, NC 27858
RIA
CRD#: 149124
GREENVILLE, NC
Past

May 11, 2021 - September 3, 2025

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
GREENVILLE, NC
Past

April 2, 2018 - May 10, 2021

LIFEPRO ASSET MANAGEMENT

RIA
CRD#: 285252
Greenville, NC
Past

May 28, 2014 - December 13, 2018

COPPELL ADVISORY SOLUTIONS LLC

RIA
CRD#: 156549
GREENVILLE, NC
Past

June 24, 2008 - June 1, 2012

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA
CRD#: 44430
GREENVILLE, NC
Past

June 24, 2008 - June 1, 2012

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
GREENVILLE, NC
Past

October 14, 2005 - May 13, 2008

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENVILLE, NC
Past

October 14, 2005 - May 13, 2008

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENVILLE, NC
Past

December 31, 2001 - October 4, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
NEW BERN, NC
Past

May 17, 2001 - October 4, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

July 7, 1999 - February 9, 2001

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

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
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC

CRD#: 149124 / SEC#: 801-69846

RIA
Registered Investment Advisory firm - (1/5/2009 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.

Highlighted states indicate IAR registrations

IAR
North Carolina
(9/8/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/20/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/27/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/6/1999
General Securities Representative Examination

Current Firm

CI
CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CAPITAL INVESTMENT ADVISORY SERVICES, LLC | WHETRO ADVISORS | TRUST COMPANY OF NORTH CAROLINA | THE WEALTH GROUP | THE PORTFOLIO MANAGEMENT GROUP | SENTINEL CAPITAL SOLUTIONS | RISING TIDE INC. | PIEDMONT PRIVATE WEALTH | MUMY FINANCIAL ADVISORS, LLC | MASONBORO ADVISORS | INTEGRATED ADVISORY SERVICES, LLC | CIC ADVISERS, LLC

CRD#: 149124 / SEC#: 801-69846

RIA
Registered Investment Advisory firm - (1/5/2009 Approved)
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Contact information

Main Address
100 E. Six Forks Road Suite 200, Raleigh, NC 27609
Mailing Address
P.o. Box 32249, Raleigh, NC 27622
Phone number
(919) 831-2370
Established
Firm type
Fiscal year end
# of Employees
106

SEC notice filing (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CIAS ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts8,619
AUM (Assets Under Management)$ 1,930,938,262

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.

Company Information

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

CRD#: 149124Greenville, NC 27858

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