Advisors at this firm
Barton E
CFP®, Series 66
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.
Christopher N
Series 66
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Christopher Naquin is an advisor at Evans Investment Advisors, L.L.C. with four years of industry experience. He holds the Series 66 designation and has worked previously at OSAIC and FSC Securities Corporation. Outside of his advisory role, he owns and operates Wayfinder CPA LLC, a firm providing bookkeeping, payroll, and tax services. Evans Investment Advisors offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing primarily no-load or low-load mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management.
Gregory E
CFP®, Series 63, Series 65
Baton Rouge, LA
Evans Investment Advisors, L.L.C.
Gregory Evans is a financial advisor with Evans Investment Advisors, L.L.C. in Baton Rouge, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at FSC Securities Corporation and OSAIC. Outside of advisory work, he is a licensed insurance agent and part owner of an LLC that owns the office building leased by his firm. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach with primarily no-load or low-load mutual funds and ETFs, supplemented by individual securities when appropriate.
