Garry Evans
Garry Evans is a registered investment advisor at LPL Financial LLC, based in Santa Barbara, CA, with 43 years of industry experience. Garry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Santa Barbara, CA
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Garry uses GSE Capital Management as a business entity for tax and investment purposes since 2010, spending minimal time on it. He also uses GSE Capital Management as a DBA for his LPL business since 2011, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Summit Financial Consultants, INC.
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
M.L. Stern & CO. INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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