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Lessie Elizabeth Evans

Nationwide Investment Advisors, LLC

Columbus, OH

CRD 5032874

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Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Nationwide Investment Advisors, Llc

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-09-05
  • OH RA
    APPROVED
    Since 2017-09-05

Branch Locations

One Nationwide Plaza 03-07-202, Columbus, OH 43215 • 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
Trustmark Securities Jackson MS 09/2005 Present
Trustmark National Bank Jackson MS 08/2000 Present
Lpl Financial Llc Jackson MS 07/2011 08/2017
Nationwide Investment Services Corp Columbus OH 08/2017 Present
  • 09/2005 → Present
    Trustmark Securities
    Jackson, MS
  • 08/2000 → Present
    Trustmark National Bank
    Jackson, MS
  • 07/2011 → 08/2017
    Lpl Financial Llc
    Jackson, MS
  • 08/2017 → Present
    Nationwide Investment Services Corp
    Columbus, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-04-15
S65 Uniform Investment Adviser Law Examination 2017-11-04
  • S63 Uniform Securities Agent State Law Examination
    2026-04-15
  • S65 Uniform Investment Adviser Law Examination
    2017-11-04
Other Names
  • Lessie Elizabeth Saxton

View on SEC IAPD

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