Unclaimed
Evan Hayashi is an Investment Advisor Representative with LPL Financial LLC. Evan has been in the financial services industry since 2002. Evan has a Series 6, 7, 26, 63 and 65 license. Evan is registered in Alaska, Arizona, California, Florida, Illinois, Montana, Nevada, Oregon, Tennessee, Washington, Wisconsin and Wyoming. Previously, Evan was a registered representative with CROWN CAPITAL SECURITIES, L.P. and FIRST INVESTORS CORPORATION.
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.
1
2
OR
05/01/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
04/22/2013 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (TIGARD OR)
OR
06/03/2002 - 04/25/2013
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 07/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Evan Hayashi is the right advisor for you? Invested Better is here to help.