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William Kent Evanson

LPl Financial LLC

Presque Isle, WI

CRD 2729523

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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:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-07-19
  • WI RA
    APPROVED
    Since 2018-07-19

Branch Locations

Presque Isle, WI • 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
Lpl Financial Inverness IL 06/2008 Present
  • 06/2008 → Present
    Lpl Financial
    Inverness, IL
Previous Registrations
Other Businesses

1. 6/4/08- BOARD MEMBER OF LINCOLN PARK TOWER CONDO ASSOCIATION- INVERNESS, IL

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-10
S63 Uniform Securities Agent State Law Examination 1996-05-03
  • S65 Uniform Investment Adviser Law Examination
    1996-05-10
  • S63 Uniform Securities Agent State Law Examination
    1996-05-03
Other Names
  • William Kent Evanson
  • Kent Evanson
  • Wm. Kent Evanson
  • William Kent Evanson

View on SEC IAPD

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