Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evit? Claim Your ProfileEvit Smith is an experienced financial professional with over 25 years in the industry. Evit is a Registered Representative and Investment Advisor Representative. Evit currently works with LPL Financial LLC. Evit has been registered with LPL Financial LLC since July 2021. Evit has passed the Series 7, Series 24, Series 63 and Series 65 exams. Evit is licensed in Alabama, Alaska, California, Florida, Georgia, Illinois, Kentucky, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Tennessee, Texas and Virginia.
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
GA
07/21/2021 - Present
LPL Financial LLC (ATLANTA GA)
GA
01/05/2009 - 07/21/2021
WADDELL & REED (ATLANTA GA)
GA
09/22/1997 - 12/23/2008
H.D. VEST INVESTMENT SERVICES (DECATUR GA)
IA
Issued 12/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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