Joel Cameron Everage

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 09/2000 → 07/2021
  Waddell & Reed Inc
  Las Vegas, NV
• 11/2000 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Las Vegas, NV
• 12/2015 → 12/2020
  Eddystone Rock, Llc
  Henderson, NV
• 06/2016 → 01/2019
  Atlas Team, Llc
  Las Vegas, NV
• 01/2021 → 07/2021
  Jce, Llc
  Las Vegas, NV
• 07/2021 → Present
  Lpl Financial Llc
  Las Vegas, NV

Previous Registrations

• 2000-11-29 → 2021-07-21
  Waddell & Reed
  Las Vegas, NV
  Las Vegas, NV
  Riverside, CA
  Las Vegas, NV
  Las Vegas, NV

Other Businesses

1. 1/2021 - Business Entity For Tax/Investment Purposes Only - JCE, LLC - Not Investment Related - LAS VEGAS, NV 89134 2. 06/01/2022 - Collective Advisors, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Owner - Start Date - 04/07/2022 - 2 Hours Per Month/ 0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-11-14

Other Names

• Joel Everage