Peter James Evans
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
11 years in the industry.
- LPL Financial LLCApr 2025 to now
- UnemployedAug 2024 to Apr 2025
- In2deep Santa MonicaJun 2024 to Aug 2024
- UnemployedAug 2023 to Jun 2024
- In2deep Santa MonicaJun 2023 to Aug 2023
- UnemployedMar 2022 to Jun 2023
- Cfp StudyOct 2021 to Mar 2022
- UnemployedJun 2021 to Oct 2021
- Spanish Ministry of EducationAug 2020 to Jun 2021
- UnemployedMay 2020 to Aug 2020
- Boston UniversityApr 2015 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8072984
- Firm CRD
- 6413