Laura Ellen 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

• 02/1997 → 06/2023
  Proequities, Inc.
  Cincinnati, OH
• 01/2000 → 06/2023
  Edward Jones
  St Louis, MO
• 06/2023 → Present
  Lpl Financial Llc
  Richmond Hill, GA

Previous Registrations

• 2006-10-04 → 2023-06-12
  Edward Jones
  Richmond Hill, GA
  Richmond Hill, GA

Other Businesses

1) 06/09/2023 - Bloom Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start Date: 06/08/2023 -160 Hrs/Mth - 8 Hrs During Trading - 100% time spent. 2) 09/19/2025 - Bloom Rental Properties LLC - Investment Related - Real Estate Rental - Savannah, GA - Start Date:10/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-12-28

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Laura E Geese
• Laura Ellen Goodell