Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucy? Claim Your ProfileLucy Garesche Evans is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Lucy has been in the financial services industry since 2009 and is registered with the state of Missouri. Lucy is a Series 7 and Series 63 licensed professional and holds the SIE designation. Lucy's previous experience includes working with Commerce Brokerage Services, Inc., Evertrade Direct Brokerage, Inc. and Stifel, Nicolaus & Company, Incorporated.
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
MO
04/15/2024 - Present
LPL Financial LLC (ST. LOUIS MO)
MO
08/28/2023 - 11/27/2023
COMMERCE BROKERAGE SERVICES, INC. (St. Louis MO)
SC
08/16/2023 - 08/29/2023
LPL FINANCIAL LLC (FORT MILL SC)
MO
08/21/2018 - 08/16/2023
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
MO
03/21/2013 - 04/13/2018
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
MO
05/26/2011 - 03/04/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
MO
08/01/2008 - 05/24/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLAYTON MO)
BC
Issued 05/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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