Cameron Evans, financial advisor Phoenix AZ

Cameron Evans

CRD Number: 3216303
Current Firm: Foundations Investment Advisors LLC

Cameron Evans (CRD# 3216303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Phoenix, AZ and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Foundations Investment Advisors LLC Phoenix, AZ Apr 2021 - Current 3
Evans Wealth & Asset Management, Inc. Greenville, NC Jun 2012 - Current 11
Lifepro Asset Management, LLC San Diego, CA Apr 2018 - Mar 2021 2
Coppell Advisory Solutions, LLC Greenville, NC May 2014 - Apr 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cameron M. Evans
Phone Number: 480-626-2979
Firm Website: http://www.fiwealth.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    5,442
    MILLIONS
  • Total Number of Accounts
    42,079
    ACCOUNTS
  • Average Account Value
    $129,332
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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