AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BE

Barton T. Evans

EVANS INVESTMENT ADVISORS, L.L.C.
BATON ROUGE, LA 70808
Some features on this profile are disabled
CRD#: 4350168
BE

Professional summary

Barton Thomas Evans, CFP®, who also goes by Barton Thomas Evans, 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.

Barton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Barton has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Barton Thomas 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Barton Thomas 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: 2021

Experience

Current

January 20, 2010 - Present

EVANS INVESTMENT ADVISORS, L.L.C.

Office #1: 6713 Perkins 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
BD
CRD#: 23131
Baton Rouge, LA
Past

March 6, 2007 - August 14, 2008

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BATON ROUGE, LA
Past

November 20, 2001 - November 3, 2023

FSC SECURITIES CORPORATION

BD
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".
EI
EVANS INVESTMENT ADVISORS, L.L.C.
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.
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
Arkansas
(11/3/2023)
RR
Colorado
(11/3/2023)
RR
Florida
(2/12/2025)
RR
Georgia
(11/3/2023)
IAR
Louisiana
(1/20/2010)
RR
Louisiana
(11/3/2023)
RR
Michigan
(4/2/2025)
RR
Mississippi
(11/3/2023)
IAR
Texas
(1/20/2010)
RR
Texas
(11/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/31/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/22/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

EI
EVANS INVESTMENT ADVISORS, L.L.C.
EVANS INVESTMENT ADVISORS, L.L.C.

CRD#: 147000 / SEC#: 801-69405

RIA
Registered Investment Advisory firm - (7/31/2008 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
4

SEC notice filing (3 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

ADV PART 2 (3/28/2025)

Regulatory assets under management

Total Number of Accounts761
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.

Company Information

EVANS INVESTMENT ADVISORS, L.L.C.

CRD#: 147000Baton Rouge, LA 70808

TRUST BUT VERIFY

Monitor Barton Evans

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Frederick K Sharbaugh
Frederick SharbaughAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
Baton Rouge, LA
GN
Garrett NortonAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Baton Rouge, LA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.