Barton Thomas Evans

Employer firm

Evans Investment Advisors, L.l.c. CRD 147000

$391M regulatory AUM 508 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → 11/2023
  Fsc Securities Corp
  Atlanta, GA
• 01/2010 → Present
  Evans Investment Advisors, Llc
  Baton Rouge, LA
• 11/2023 → Present
  Osaic Wealth, Inc.
  Baton Rouge, LA

Previous Registrations

• 2007-03-06 → 2008-08-14
  Fsc Securities Corporation
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1. BTE WEALTH MANAGEMENT, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2022 ADDRESS: 1342 South Columbine St, Baton Rouge LA 70808, United States DESCRIPTION: I use this corporation to manage the compensation earned as registered rep and investment advisory representative 2. BARTON T. EVANS POSITION: Owner - NATURE: Sole Proprietorship LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2002 ADDRESS: 6713 Perkins Road, Baton Rouge LA 70808, United States DESCRIPTION: Life and Disability Insurance Sales 3. EVANS INVESTMENT ADVISORS, LLC POSITION: Investment Advisor Representative NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2010 ADDRESS: 6713 Perkins Road Baton Rouge, LA 70808, Baton Rouge LA 70808, United States DESCRIPTION: Part of time spent on research, trading, meeting with clients and account administration 4. LOUISIANA WILDLIFE & FISHERIES FOUNDATION POSITION: Board Member NATURE: Corporation - Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2023 ADDRESS: 2000 Quail Dr., Room 250, Baton Rouge LA 70808, United States DESCRIPTION: I would be a board member for the Foundation which would provide oversight and governance to the organization. 5. HENDERSON ISLAND HUNTING CLUB POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2025 ADDRESS: 3528 Manor Dr., Vicksburg LA 39180, United States DESCRIPTION: I help the club make decisions about strategy as well as provide oversight and governance to the organization.

Exams

• S66 Uniform Combined State Law Examination
  2001-05-31

Designations

• Certified Financial Planner

Other Names

• Barton Thomas Evans