Evan
Perets

Pruco Securities, LLC

CRD#5778033
Investment Advisor
in Lancaster, PA

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About this Advisor

Evan Perets is an advisor based in Lancaster, Pennsylvania. Currently a registered advisor at Pruco Securities, LLC, Perets has 10 years of practice in the financial advisory industry. Perets holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Perets can act as a financial advisor based out of Pennsylvania and Texas. Throughout their career, they have worked at The Prudential Insurance Company Of America and Pruco Securities, LLC. Pruco Securities, LLC is headquartered in Lancaster, Pennsylvania, and has 113 other offices throughout the country. As a company, Pruco Securities, LLC manages $9 billion in assets throughout 60,796 client accounts and retains more than 2,600 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 967 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Pruco Securities, LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1601 Oregon Pike Suite 200
Lancaster, PA 17601

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$8,719,161,494

PA Average: $10,121,009,343
Total Number of Employees

2,600

PA Average: 92
Total Number of Accounts

60,796

PA Average: 6,978
Average Account Size

$143,417

PA Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Evan Perets Work History

Evan has 10 years of experience.

2020 - Present (2 years)

Pruco Securities, LLC

2020 - Present (2 years)

The Prudential Insurance Company Of America

2010 - 2020 (10 years)

The Prudential Insurance Company Of America

2010 - 2020 (10 years)

Pruco Securities, LLC

Disclosures

Evan Perets has no disclosures.

Please visit their SEC profile for more details.

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Tyler Cole
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Eric Gilliam
Englewood, CO
James Kane
Brick, NJ
Toshie Miura
Downers Grove, IL
Benyamin Levy
Lancaster, PA

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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