Evan Theodore Haik
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 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
10 years in the industry.
- LPL Enterprise, LLCJun 2026 to now
- Pinnacle Group Insurance and Financial ServicesJun 2025 to now
- Louisiana State UniversityAug 2024 to Aug 2025
- Louisiana Small Business Development Center State OfficeAug 2024 to May 2025
- Higginbotham Insurance AgencyJun 2023 to Aug 2023
- First Horizon BankJun 2022 to Aug 2022
- Brian Harris BmwOct 2021 to Aug 2024
- Louisiana State UniversityAug 2020 to May 2024
- Service ToolsMay 2020 to Jul 2020
- Episcopal School of AcadianaAug 2017 to May 2020
- Catholic High SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 8110762
- Firm CRD
- 8733