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Melvin E

Series 63, Series 65

Mankato, MN

LPL Enterprise

Melvin Evans Jr is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Bankers Life entities. He is the owner of Melvin Evans Insurance LLC, which offers Medicare Advantage and Medicare supplement plans to eligible beneficiaries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Rebekah C

Series 66

Mankato, MN

LPL Enterprise

Rebekah Carpenter is a financial advisor with LPL Enterprise in Mankato, MN, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, Bankers Life, and Coloplast. Outside of advising, she is involved with The Healing Platform, a direct sales and customer service business, and also works with Veritas Insurance Advisors focusing on Medicare Advantage and other medical insurance plans. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm’s approach centers on model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of insurance and trust services.

Tax-loss harvesting
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