William Thomas Evans

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2021
  Access Health Ventures
  Las Vegas, NV
• 08/2016 → 02/2018
  Avisight
  Las Vegas, NV
• 01/2022 → 11/2024
  Self Employed
  Las Vegas, NV
• 11/2024 → 01/2026
  Delmorgan & Co
  Santa Monica, CA
• 02/2026 → Present
  Lpl Enterprise Llc
  Las Vegas, NV

Other Businesses

1. 02/17/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) -Henderson NV - Inv Related - OBA Start Date: 02/03/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 2. 02/17/2026 - WILLIAM EVANS N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Henderson NV - Inv Related - OBA Start Date: 02/17/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading" 3. 02/17/2026 - Lux Acquisition Co II LLC - Business Entity For Tax/Investment Purposes Only -Cottonwood AZ - Not Inv Related - OBA Start Date: 11/03/2022- 0 Hour(s)/Month - 0 Hour(s) During Trading" 4. 02/17/2026 - DelMorgan & Co Trail Income Only -Other - Henderson NV - Inv Related - OBA Start Date: 01/30/2026 - 0 Hour(s)/Month - 0 Hour(s) During Trading" 5. 02/17/2026 - Lux Acquisition Co II LLC - Real Estate Rental -Cottonwood AZ - Inv Related - OBA Start Date: 02/17/2026 - 0 Hour(s)/Month - 0 Hour(s) During Trading" 6. 02/17/2026 - Aberdare LLC -Business Owner - Cottonwood AZ - Not Inv Related - OBA Start Date: 05/23/2008 - 0 Hour(s)/Month - 0 Hour(s) During Trading" 7. 02/17/2026 - Lux Acquisition Co LLC - Business Entity For Tax/Investment Purposes Only - Cottonwood AZ - Not Inv Related - OBA Start Date: 05/19/2008 - 10 Hour(s)/Month - 5 Hour(s) During Trading"

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-18
• S65 Uniform Investment Adviser Law Examination
  2025-08-14

Other Names

• Bill Evans