Timothy Warren Evans

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

• 08/2011 → Present
  Lpl Financial Llc
  Wilmington, NC

Previous Registrations

• 2009-01-02 → 2011-08-22
  Raymond James Financial Services Advisors, Inc
  Wilmington, NC
• 2005-02-03 → 2009-01-02
  Raymond James Financial Services, Inc.
  Lexington, NC
  Greensboro, NC
  Wilmington, NC
  Wilmington, NC
• 2003-02-18 → 2005-02-03
  Uvest Financial Services Group, Inc.
  Wilmington, NC

Other Businesses

(1) 11/13/2012 - DBA ONLY - EASTWOOD WEALTH MANAGEMENT - WILMINGTON, NC (2) 09/16/2013 - SALES - I PLAY THE GUITAR DOWN AT A RESTAURANT AT THE BEACH ON FRIDAY NIGHTS. THEY DO NOT PAY ME AND IT'S JUST SOMETHING FUN THAT I DO. I WOULD LIKE TO SELL SOME MERCHANDISE (TSHIRTS, CDS, STICKERS, ETC). - 5% OF TIME SPENT (3) 6/20/2018 - A Pineapple Life - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date:06/01/2018 - 1 Hours Per Month/0 Hours During Trading. (4) 6/23/2021 - Eastwood Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 6/22/2021 - 160 Hours Per Month/8 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-13
• S63 Uniform Securities Agent State Law Examination
  2000-04-03

Other Names

• Timothy Warren Evans
• Tim Warren Evans
• Timothy Warren Evans, Cfp Cltc