Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Evans is a financial advisor with over 20 years of experience in the industry. David is currently registered with LPL Financial LLC and has previously held positions at CUNA Brokerage Services, Inc., Wachovia Securities, LLC, Atlas Securities, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and Securities America, Inc. David offers a variety of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
LPL Financial LLC (SPRING HILL FL)
FL
10/22/2008 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (PORT RICHEY FL)
FL
02/01/2007 - 10/20/2008
WACHOVIA SECURITIES, LLC (NEW PORT RICHEY FL)
FL
09/13/2002 - 02/01/2007
ATLAS SECURITIES, LLC (PORT RICHEY FL)
MN
07/06/1998 - 09/19/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/1998 - 09/19/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
05/16/2001 - 05/25/2001
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 12/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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