Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Warren Evans, CFP CLTC, is a financial advisor with LPL Financial LLC. Timothy has been in the financial industry for over 20 years, holding various roles in different firms. Timothy is registered in 8 states, including North Carolina, Delaware, Florida, Georgia, Maryland, South Carolina, and Virginia, Timothy holds the Series 7, Series 24, and Series 63 licenses, as well as the Uniform Investment Adviser Law Examination (Series 65). Timothy is also a Certified Financial Planner (CFP). In addition to his roles at LPL Financial, Timothy is also the owner of Eastwood Wealth Management, and is involved in several other businesses, such as A Pineapple Life, which is not investment-related, and Eastwood Wealth, which is a DBA for the LPL business.
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
NC
08/19/2011 - Present
LPL Financial LLC (WILMINGTON NC)
NC
01/11/2005 - 08/22/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON NC)
NC
08/09/2002 - 02/03/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MO
03/20/2000 - 07/30/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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