Cameron Merrill Evans

Employer firm

Capital Investment Advisory Services, LLC CRD 149124

$2.39B regulatory AUM 217 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2012 → Present
  Evans Wealth & Asset Management, Inc.
  Greenville, NC
• 05/2014 → 04/2018
  Coppell Advisory Solutions, Llc
  Greenville, NC
• 04/2018 → 03/2021
  Lifepro Asset Management, Llc
  San Diego, CA
• 04/2021 → 09/2025
  Foundations Investment Advisors Llc
  Phoenix, AZ
• 09/2025 → Present
  Capital Investment Advisory Services, Llc
  Raleigh, NC

Previous Registrations

• 2021-05-11 → 2025-09-03
  Foundations Investment Advisors Llc
  Greenville, NC
  Phoenix, AZ
• 2018-04-02 → 2021-05-10
  Lifepro Asset Management
  Greenville, NC
  San Diego, CA
• 2014-05-28 → 2018-12-13
  Coppell Advisory Solutions Llc
  Greenville, NC
• 2008-06-24 → 2012-06-01
  First Citizens Investor Services, Inc.
  Greenville, NC
  Raleigh, NC
• 2005-10-14 → 2008-05-13
  Lpl Financial Llc
  Greenville, NC
  Greenville, NC
• 2001-12-31 → 2005-10-04
  Raymond James Financial Services, Inc.
  New Bern, NC

Other Businesses

1) EVANS WEALTH & ASSET MANAGEMENT, INC. (DBA); INVESTMENT RELATED; 905-B CONFERENCE DR, GREENVILLE, NC 27858; INSURANCE AGENT; START DATE 9/1999; APPROXIMATELY 40 HRS/WK DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. 2) EVANS WEALTH & ASSET MANAGEMENT, INC. (DBA); INVESTMENT RELATED; 905-B CONFERENCE DR, GREENVILLE, NC 27858; PRESIDENT; START DATE 2012; APPROXIMATELY 40 HRS/WK DURING TRADING HOURS; FINANCIAL ADVISORY SERVICES (MONEY MANAGEMENT, INSURANCE, CONSULTING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-20
• S63 Uniform Securities Agent State Law Examination
  1999-07-27