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William Russell Evans

LPl Financial LLC

Jacksonville, FL

Fort Mill, SC

CRD 5722352

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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
SC RA APPROVED 2022-01-24
FL RA APPROVED 2022-01-18
  • SC RA
    APPROVED
    Since 2022-01-24
  • FL RA
    APPROVED
    Since 2022-01-18

Branch Locations

Jacksonville, FL • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2009 12/2021
Lpl Financial Llc Jacksonville FL 01/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-02-23
  • S66 Uniform Combined State Law Examination
    2010-02-23
Other Names
  • William Russell Evans
  • William Russell Evans
  • Russ Evans

View on SEC IAPD

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