Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shad? Claim Your ProfileShad Matthew Evans is a financial advisor registered with LPL Financial LLC. Shad has been in the financial industry since 2001 and holds licenses for both securities and investment advisory services. Shad Evans provides financial advice to individuals, corporations, charitable organizations, and pension plans. His services include financial planning, portfolio management, and consulting. Prior to joining LPL Financial LLC, Shad was employed by KESTRA Investment Services, LLC and MML Investors Services, LLC.
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
UT
05/15/2019 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
07/15/2011 - 05/15/2019
KESTRA INVESTMENT SERVICES, LLC (LEHI UT)
UT
12/10/2007 - 07/21/2011
MML INVESTORS SERVICES, LLC (SOUTH JORDAN UT)
UT
11/19/2001 - 03/19/2007
MML INVESTORS SERVICES, INC. (ST. GEORGE UT)
IA
Issued 08/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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