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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Russell Evans is a financial advisor with over 12 years of experience in the financial services industry. William has been registered with LPL Financial LLC since January 2022. Before joining LPL Financial LLC, William was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. William is licensed to provide investment advice in 51 states. William has passed the Series 66, Series 7, Series 9, Series 10 and the SIE exams. William provides portfolio management, financial planning and other non-discretionary advisory services to high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, investment clubs, and state and municipal governments.
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
FL
01/24/2022 - Present
LPL Financial LLC (Jacksonville FL)
FL
01/05/2010 - 12/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 02/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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