Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugene? Claim Your ProfileEugene James Yelverton is a financial advisor with LPL Financial LLC. Eugene is licensed to offer financial advice in Mississippi and Louisiana. Eugene has been in the industry since 1993. Eugene previously worked at Securities America, Inc., Sterne Agee Financial Services, Inc., and Uvest Financial Services Group, Inc.
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
MS
07/26/2019 - Present
LPL Financial LLC (RIDGELAND MS)
MS
07/08/2016 - 08/01/2019
SECURITIES AMERICA, INC. (JACKSON MS)
MS
05/08/2014 - 07/20/2016
LPL FINANCIAL LLC (MADISON MS)
MS
07/12/2011 - 05/19/2014
STERNE AGEE FINANCIAL SERVICES, INC. (JACKSON MS)
MS
07/05/2011 - 07/15/2011
LPL FINANCIAL LLC (JACKSON MS)
MS
03/05/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
08/25/2003 - 03/10/2010
FSC SECURITIES CORPORATION (JACKSON MS)
FL
03/27/2003 - 09/16/2003
INVESTACORP, INC. (MIAMI FL)
MI
11/27/2001 - 03/31/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
AL
02/23/2001 - 08/06/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
11/16/1998 - 02/26/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/02/1996 - 11/17/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/27/1994 - 05/03/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/11/1993 - 05/31/1994
DEPOSIT GUARANTY INVESTMENTS, INC.
MS
12/08/1992 - 02/08/1993
THORN, ALVIS, WELCH, INC. INVESTMENT SECURITIES (JACKSON MS)
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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