Bruce Evans
VP-LPL Financial Advisor at Elements Wealth Management
- Role
- Vp-lpl Financial Advisor at Elements Wealth Management
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Bruce Evans
Series 7, 63, 65, & 24 Securities Registration held through LPL Financial. Indiana Life & Health Insurance Licensed. Securities and advisory services offered through LPL Financial, a registered investment advisor and Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to website section above. Insurance products offered through LPL Financial or its licensed affiliates. Elements Financial Federal Credit Union and Elements Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Elements Wealth Management and may also be employees of Elements Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Elements Financial Federal Credit Union or Elements Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit:
Experience
Vp-lpl Financial Advisor
Mar 1998 — Present · Indianapolis, IN, US
Personal Wealth Manager/Financial Advisor.
Education
The Catholic University of America
Master's Candidate, Theology/Theological Studies
1976 — 1978
University of Notre Dame
Bachelor of Arts (B.A.), Social Sciences
1972 — 1976
Skills
- Financial Analysis
- Securities
- Financial Advisory
- Trading
- Series 7
- Investment Advisory
- Budgets
- Leadership
- Mortgage Banking
- Consumer Lending
- Finance
- Mutual Funds
- Management
- Retirement Planning
- Loans
- Strategic Financial Planning
- Series 63
- Banking
- Credit
- Accounting
- Insurance
- Asset Allocation
- Risk Management
- Process Improvement
- Underwriting
- Portfolio Management
- Mortgage Lending
- Credit Analysis
- Access
- Wealth Management
- Business Analysis
- Investments
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