Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Thurmond is a financial advisor at Independent Financial Partners. Evan has been working in the financial services industry since 2002. Evan is registered to offer investment advice in 25 states and is also licensed in California. Evan is a Series 66 and Series 7 licensed advisor and has a strong background in working with individuals, families, and businesses. Evan offers financial planning, educational seminars, portfolio management, and pension consulting services. Evan's clients benefit from the extensive experience and expertise of Independent Financial Partners.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
11/29/2023 - Present
Independent Financial Partners (TAMPA FL)
KY
05/06/2009 - 11/07/2019
LPL FINANCIAL LLC (LOUISVILLE KY)
KY
05/08/2002 - 05/21/2009
FIFTH THIRD SECURITIES, INC. (LOUISVILLE KY)
BOTH
Issued 01/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Evan Thurmond is the right advisor for you? Invested Better is here to help.
