Jeffrey Evans is a CFP-designated registered investment advisor at LPL Financial LLC, based in Erie, PA, with 54 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
800 State Street, Suite 400, Erie, PA, 16501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities. He works with Brokers Service Marketing Group selling non-variable insurance/fixed annuities, spends full-time hours on Northwest Investment Services as a DBA for LPL business, and is an agent for Integrated Financial Services, Inc. selling non-variable insurance. He also has a financial institution duty with Northwest Bank, referring to bank partners.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Services LLCBroker
Northwest Advisors, INC.
Ecm Securities CORP.Broker
Securities Service Network, INC.Broker
Ecm Advisors INC
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Jeffrey W. Evans and Company, INC.Broker
Integrated Resources Equity CorporationBroker
Connecticut Mutual Financial Services, INC.Broker
Travelers Equities Sales, INC.Broker
Miller Holmes Company, INC.Broker
Bache & CO IncorporatedBroker
State Registrations16 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.