Scott Patrick Evans
Investment adviser representative at Liberty Atlantic Advisors
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$185.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Liberty Atlantic Advisors LLCNov 2023 to now
- Beacon Global Advisor Network, LLCSep 2020 to Mar 2024
- Global Citizen Wealth ManagementJan 2020 to Sep 2020
- Johnston & AssociatesAug 2018 to Dec 2019
- UnemployedApr 2018 to Sep 2018
- Northwestern Mutual Investment Services LLCOct 2016 to Mar 2018
- Northwestern Mutual Wealth Management CompanyOct 2016 to Mar 2018
- Scott SparksOct 2016 to Mar 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Liberty Atlantic Advisors
Legal name: Liberty Atlantic Advisors LLC
$185.8MAssets managed
137Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3092973
- Firm CRD
- 327738