Ameritas Advisory Services
26yrs
Top advisor by experience in Clinton
16yrs
Evan Lunsford
Financial advisor at LPL Financial
Based in Clinton, Indiana, Evan Lunsford is a fiduciary financial advisor with 16 years of industry experience. Evan joined LPL Financial in 2015, after four years at Edward Jones and a year at Northwestern Mutual Investment Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Clinton, and one of 4 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors nationwide
Office407 S Main, Clinton, IN 47842
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowLPL Financial LLCCurrent firm
- 2012 – 2015Edward JonesPreviously
- Mar 2011 – Mar 2012Northwestern Mutual Investment Services, LLCPreviously
Contact Evan
407 S MainClinton, IN 47842Office · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL Financial
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Questions to ask Evan
Tailored to Evan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Evan
How do I contact Evan?
Call LPL Financial at (704) 733-3300 and ask for Evan Lunsford. Evan works from the Clinton, IN office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2011, about 16 years. More experience than 51% of advisors nationwide.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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