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Lloyd Rives Easters

JARRED BUNCH CONSULTING, LLC·INDIANAPOLIS, Indiana
SIE, Series 6, Series 63, Series 65Clean record11 years registeredJARRED BUNCH CONSULTING, LLC
3625 E 96TH ST, INDIANAPOLIS, IN 46240CRD# 6184150Firm CRD# 282863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lloyd Rives Easters · INDIANAPOLIS, IN
Registration
CRD #6184150 · JARRED BUNCH CONSULTING, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

INVST, LLC
May 2016 – present
PARK AVENUE SECURITIES LLC
Mar 2015 – Apr 2016
INDIANAPOLIS, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
Series 65
Registration record
First registered · March 9, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INVST, LLC
CRD 282863 · SEC 801-107265
AUM
$1.3B
Regulatory assets under management
Employees
62
5,139 client accounts
Services offered by INVST, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INVST, LLC →
Introduction

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Frequently Asked Questions

What services does Lloyd Rives Easters offer?
Lloyd Rives Easters specializes in Financial Planning, Investment Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Lloyd Rives Easters's credentials?
Lloyd Rives Easters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lloyd Rives Easters located?
Lloyd Rives Easters is based in INDIANAPOLIS, Indiana, working with JARRED BUNCH CONSULTING, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Lloyd Rives Easters charge for services?
Lloyd Rives Easters's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan services-percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JARRED BUNCH CONSULTING, LLC?
JARRED BUNCH CONSULTING, LLC has approximately 62 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JARRED BUNCH CONSULTING, LLC

Dipen Kishore Mehta
INDIANAPOLIS, IN
Scott Andrew Jarred
INDIANAPOLIS, IN

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