Lloyd Easters (CRD# 6184150) is an Investment Advisor Representative working at Invst, LLC in Brownsburg, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Jarred Bunch Consulting, LLC | Brownsburg, IN | May 2016 - Current | 7 |
Guardian Life Ins | Indianapolis, IN | Jun 2014 - Current | 9 |
Park Ave Securities | Indianapolis, IN | Sep 2014 - Apr 2016 | 1 |
Jarred Bunch | Indianapolis, IN | Apr 2013 - Jun 2014 | 1 |
American Homes 4 Rent | Indianapolis, IN | Nov 2012 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
S63 | Uniform Securities State Law Examination | Nov 2014 |
- IN
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Total Assets Under Management1,347MILLIONS
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Total Number of Accounts5,139ACCOUNTS
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Average Account Value$262,161
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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