Evangelia Kalivas, financial advisor New York NY
93 score

Evangelia Kalivas

CRD Number: 2018109
Current Firm: Lpl Financial LLC

Evangelia Kalivas (CRD# 2018109) is an Investment Advisor Representative working at Lpl Financial LLC in New York, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Epic Retirement Services Consulting New York, NY Dec 2014 - Current 2
Global Retirement Partners San Rafael, CA Dec 2014 - Current 2
Lpl Financial Corporation Boston, MA Nov 2010 - Current 6
Lpl Financial Corporation Boston, MA Nov 2010 - Jun 2015 4
Nrp Financial, Inc. Bryan, OH Apr 2008 - Nov 2010 2
Nrp Adivisors, Inc. Bryan, OH Apr 2008 - Nov 2010 2
Advantage Capital Corporation Whitestone, NY Feb 1999 - Apr 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Evangelia Kalivas
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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