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Evan Steven Hunter

LPl Enterprise, LLC

Greensboro, NC

Winston Salem, NC

CRD 2909797

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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:

Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-11-14
TX RA APPROVED_RES 2024-11-14
  • NC RA
    APPROVED
    Since 2024-11-14
  • TX RA
    APPROVED_RES
    Since 2024-11-14

Branch Locations

425 Spring Garden Street, Greensboro, NC 27401 • United States

301 N Main Street Suite 2417, Winston Salem, NC 27101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Raleigh NC 05/1997 11/2024
Prudential Insurance Company Of America Raleigh NC 05/1997 Present
Lpl Enterprise, Llc Greensboro NC 11/2024 Present
Previous Registrations
  • 2001-12-31 → 2024-11-14
    Pruco Securities, Llc.
    Raleigh, NC
    Raleigh, NC
    Winston Salem, NC
    Greensboro, NC
    Greensboro, NC
    Winston Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-04-21
S63 Uniform Securities Agent State Law Examination 1997-06-26
  • S65 Uniform Investment Adviser Law Examination
    1998-04-21
  • S63 Uniform Securities Agent State Law Examination
    1997-06-26

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

Bradley Donald Ross
Douglas Kenely
Ashley Cook

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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