Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Evans is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. John has been in the financial industry since 2005 and has a wide range of experience, including financial planning, portfolio management, and consulting. John is registered with the Securities and Exchange Commission (SEC) and holds licenses in 48 states. John provides a range of financial services to individuals, families, and businesses, including investment management, retirement planning, and insurance 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
IA
06/13/2008 - Present
LPL Financial LLC (IOWA CITY IA)
IA
10/31/2005 - 03/14/2008
AIG FINANCIAL ADVISORS, INC. (SIGOURNEY IA)
AZ
09/27/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
02/15/2005 - 09/20/2005
FINANCIAL PLANNING CONSULTANTS, INC. (CHESTERFIELD MO)
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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