Evan Joseph Radin

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

• 09/2013 → 05/2017
  Suny Genseo
  Geneseo, NY
• 01/2017 → 10/2019
  Visions Federal Credit Union
  Syracuse, NY
• 01/2016 → 07/2017
  Lyndon Golf Course
  Fayetteville, NY
• 06/2016 → 09/2016
  Interact Learning Center
  Fayetteville, NY
• 05/2018 → 10/2019
  Lpl Financial Llc
  Cicero, NY
• 01/2019 → 10/2019
  Visions Analysis Llc
  New York, NY
• 01/2013 → Present
  Caption Advantage, Llc
  Syracuse, NY
• 10/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 01/2024
  Equitable Advisors, Llc
  New York, NY
• 01/2024 → 11/2024
  Unemployed
  New York, NY
• 11/2024 → Present
  Lpl Financial Llc
  Chevy Chase, MD

Previous Registrations

• 2019-11-08 → 2024-01-09
  Equitable Advisors, Llc
  Syracuse, NY
• 2018-10-02 → 2019-10-24
  Lpl Financial Llc
  Cicero, NY
  Endicott, NY
  Syracuse, NY
  Cicero, NY

Other Businesses

1- 10/2024 / Caption Advantages LLC / Outside/W-2 Employment / NON INV RLTD / 2 HRS MNTH / START 01/01/2013 2- 10/2024 / Notary / INV RLTD / START 10/01/2017 3- 10/2024 / Capital Financial Planners / DBA for LPL Business (entity for LPL business) / INV RLTD / 160 HRS MNTH / 8 HRS DURING TRADING 4- 10/2024 / Real Estate Rental / INV RLTD / 5 HRS MNTH / START 03/01/2022

Exams

• S66 Uniform Combined State Law Examination
  2018-07-31

Designations

• Certified Financial Planner

Other Names

• Evan Joseph Radin
• Evan Radin