Eric Scott Evans

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 12/2015 → 06/2017
  Altech Financial Services
  Sherwood, OR
• 10/2017 → Present
  Evans Insurance Agency
  Sherwood, OR
• 09/2019 → 01/2022
  Cascadia Advisory Services, Llc
  Sherwood, OR
• 04/2010 → 01/2022
  Cascadia Wealth Management
  Sherwood, OR
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2024 → Present
  Want Insurance, Llc
  Newburg, OR

Previous Registrations

• 2019-09-18 → 2022-01-07
  Cascadia Advisory Services, Llc
  Sherwood, OR
  Portland, OR
• 2010-04-13 → 2012-02-28
  Pacific West Financial Consultants Inc
  Renton, WA
• 2006-11-28 → 2010-04-05
  Edward Jones
  St Louis, MO
  Wilsonville, OR

Other Businesses

1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 2007, INSURANCE AGENT , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, PROPERTY AND CASUALTY 2. DBA EVANS WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, S-CORP, STARTED 5/2010, PARTNER, APX 2 HOUR PER WEEK, DURING TRADING HOURS, S-CORP FOR TAXES AND BUSINESS EXPENSES. 3. EVANS INSURANCE AGENCY, NOT INVESTMENT, 22467 SW ASH ST, SHERWOOD, OR, 97140, P & C INSURANCE AGENCY, STARTED 10/2017, POSITION/TITLE/RELATIONSHIP: Insurance Agent, APX 20 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: OWNER AND SALES REP; 4. NAME OF OTHER BUSINESS: WANT INSURANCE, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE SALES, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: PART OWNER, AGENT, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: DBA FOR PROPERTY AND CASUALTY INSURANCE; 5. NAME OF OTHER BUSINESS: WANT FINANCIAL, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 12/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 6. NAME OF OTHER BUSINESS: THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS; INVESTMENT RELATED: NO; ADDRESS: 17234 SW MEINEKE RD, SHERWOOD, OR 97140; NATURE OF BUSINESS: BOARD; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: BISHOP; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD THE LOCAL CONGREGATION OF MEMBERS. OVERSEE RECORDS, FINANCES, AND THE USE OF THE CHURCH MEETINGHOUSE;

Exams

• S66 Uniform Combined State Law Examination
  2006-11-27

Other Names

• Eric S Evans