Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Kirkpatrick is a financial advisor with over 15 years of experience in the financial services industry. Evan is registered with LPL Financial LLC and has a Series 7, Series 66, and SIE license. Evan has a strong track record of success in helping clients achieve their financial goals. Evan specializes in working with individuals, families, and small businesses. Evan provides a variety of financial services, including investment management, financial planning, and retirement planning.
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
CA
08/19/2018 - Present
LPL Financial LLC (MANHATTAN BEACH CA)
CA
03/07/2011 - 02/26/2015
FIRST ALLIED SECURITIES, INC. (MANHATTAN BEACH CA)
WA
09/25/2007 - 02/16/2011
NFP SECURITIES, INC. (LYNNWOOD WA)
WA
07/16/2007 - 09/20/2007
AXA ADVISORS, LLC (BELLEVUE WA)
BOTH
Issued 06/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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