Cetera Investment Advisers
18yrs
Top 25% by experience in Princeton
24yrs
Scott Evans has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Princeton, Texas. After three years at Beacon Global Advisor Network and a year at Northwestern Mutual Investment Services, Scott joined Liberty Atlantic Advisors in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Scott’s designations include CFA and CFP®.
One of 8 advisors with offices in Princeton, and one of 8 fiduciaries.
At a glance
Experience24 years (since 2003)
How that compares ?Top advisor by experience in Princeton
OfficePrinceton, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.34 million
Advisors at the firm6
States licensed ?1 state
Services through Liberty Atlantic Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLiberty Atlantic AdvisorsCurrent firm
- 2021 – 2024Beacon Global Advisor Network, LLCPreviously
- Dec 2016 – Dec 2017Northwestern Mutual Investment Services, LLCPreviously
- Aug 2007 – Jan 2008
- 2004 – 2006Tiaa-Cref Trust Company, FSBPreviously
- Feb 2003 – Mar 2004Larimer Capital CorporationPreviously
- ? – nowBlue SKY Advisors, LLCCurrent
Questions to ask Scott
Tailored to Scott’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Scott
How do I contact Scott?
Call Liberty Atlantic Advisors at (720) 655-7510 and ask for Scott Evans. Scott works from the Princeton, TX office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2003, about 24 years. Top advisor by experience in Princeton.
What licenses does Scott hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Liberty Atlantic Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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