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Scott Spaulding Eversole

CRD# 1540817·Registered 1986 - 2025
Previously Registered: Being a previously registered professional could mean that Scott is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Scott Spaulding Eversole, who also goes by Scott S Eversoie, Scott S Eversole, was a registered financial advisor. Scott was a previously registered financial professional and started their career in finance 1986 - 2025. Scott had worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Scott S Eversoie, Scott S Eversole

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

LYNX CAPITAL, LLC·CRD# 137178
BD
Moraga, CA
July 7, 2023 - October 31, 2025
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC·CRD# 28262
BD
Boston, MA
March 27, 2019 - April 4, 2023
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
March 13, 2017 - April 4, 2023
QUASAR DISTRIBUTORS, LLC·CRD# 103848
BD
Portland, ME
February 27, 2013 - July 29, 2013
FORESIDE FUND SERVICES, LLC·CRD# 46106
BD
Portland, ME
January 17, 2008 - May 24, 2011
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
October 15, 1993 - December 8, 1994
AELTUS CAPITAL, INC·CRD# 24928
BD
February 22, 1990 - October 15, 1993
AETNA FINANCIAL SERVICES, INC.·CRD# 13255
BD
August 18, 1986 - March 19, 1990

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Current Firm

LC
LYNX CAPITAL, LLC

GP GROUP, LLC | LYNX CAPITAL, LLC | LYNX CAPITAL

CRD#: 137178 / SEC#: 8-67068
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)

Contact Information

Main Address

55 Parson Brown Ct., Moraga, CA 94556

Mailing Address

55 Parson Brown Ct., Moraga, CA 94556

Phone Number

(925) 388-0462

Established

California since 10/21/2008

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (3 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
DEUTZ, THEODORE JOHNPRESIDENT/CCO2333618
MORGAN, WILLIAM ARTHURFINOP—

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2024About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 1991About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2017About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 1986About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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