Peter Evans
Peter Evans is a ChFC-designated registered investment advisor at LPL Financial LLC, based in San Mateo, CA, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1510 Fashion Island Blvd, Suite 380, San Mateo, CA, 94404
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2023Customer Dispute
March 2022Other Business ActivitiesSells Insurance
Peter operates under the DBA SGC Financial & Insurance Services and SageCrest Wealth Management for his LPL business. He also engages in real estate rental, works for the City of Palo Alto Parks & Rec Dept, and is an agent for Crump and McQueen Insurance Services, dedicating minimal time to these insurance activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations10 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.