Evan Joseph Radin
Investment adviser representative at LPL Financial LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Capital Financial PlannersSep 2026 to now
- LPL Financial LLCNov 2024 to now
- Caption Advantage, LLCJan 2013 to now
- UnemployedJan 2024 to Nov 2024
- Equitable Advisors, LLCOct 2019 to Jan 2024
- AXA Advisors, LLCOct 2019 to Jun 2020
- Visions Analysis LLCJan 2019 to Oct 2019
- LPL Financial LLCMay 2018 to Oct 2019
- Visions Federal Credit UnionJan 2017 to Oct 2019
- Lyndon Golf CourseJan 2016 to Jul 2017
- Suny GenseoSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (MD, NY, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6501484
- Firm CRD
- 6413