Cameron Merrill Evans
Investment adviser representative at Capital Investment Advisory Services, LLC
14 yearsExperience
1 stateRegistered in
$2.4BFirm assets
17 yearsFirm in business
Are you Cameron Merrill Evans? Claim your profile
Contact this firm
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
- Pension consulting
Experience
14 years in the industry.
- Capital Investment Advisory Services, LLCSep 2025 to now
- Evans Wealth & Asset Management, Inc.Jun 2012 to now
- Foundations Investment Advisors LLCApr 2021 to Sep 2025
- Lifepro Asset Management, LLCApr 2018 to Mar 2021
- Coppell Advisory Solutions, LLCMay 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NC).
Capital Investment Advisory Services, LLC
$2.4BAssets managed
6,276Clients
103Advisers
17 yearsIn 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
- 3216303
- Firm CRD
- 149124