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Barton Thomas Evans

Investment adviser representative at Evans Investment Advisors, L.L.C.
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390.7MFirm 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

16 years in the industry.

  1. Osaic Wealth, Inc.Nov 2023 to now
  2. Evans Investment Advisors, L.L.C.Jan 2010 to now
  3. Fsc Securities CorpJan 2010 to Nov 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Evans Investment Advisors, L.L.C.

$390.7MAssets managed
508Clients
3Advisers
18 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
4350168
Firm CRD
147000
Advisor's SEC record (opens in a new tab)
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