Evans Lee Taylor

Current Employers

Employment History

• 01/2010 → 02/2017
  Allstate Insurance Company
  Honolulu, HI
• 02/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2011-01-21 → 2017-02-08
  Allstate Financial Advisors, Llc
  Honolulu, HI
• 2000-07-26 → 2010-01-29
  New England Securities
  Honolulu, HI
  Honolulu, HI

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2016 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, AND CANCER INSURANCE 2. NAME OF OTHER BUSINESS: LATITUDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL/RETIREMENT PLANNING AND INVESTMENT ADVICE START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MEET WITH CLIENTS TO EITHER DESIGN RETIREMENT/FINANCIAL PLANS, OR TO DO AN EXISTENT PLAN. AS PART OF THAT PROCESS, INVESTMENT RECOMMENDATIONS MAY OR MAY NOT BE MADE DEPENDING ON THEIR SPECIFIC SITUATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-26
• S63 Uniform Securities Agent State Law Examination
  1991-01-05

Designations

Other Names

• Evans L Taylor