Elizabeth Evans (CRD# 5161495) is an Investment Advisor Representative working at Cayena Capital Management, LLC in Weare, NH and has over 17 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cayena Capital Management, LLC | Weare, NH | Jun 2019 - Current | 4 |
| Curbstone Finanical Management Corporation | Manchester, NH | Feb 2018 - May 2019 | 1 |
| Fidelity Brokerage Services LLC | Merrimack, NH | Oct 2015 - Feb 2018 | 2 |
| Windhaven Investment Management, Inc. | Boston, MA | Oct 2014 - Oct 2015 | 1 |
| Charles Schwab Bank | Manchester, NH | Aug 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- NH
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts47ACCOUNTS
-
Average Account Value$85,950
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
NH
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