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Frank Euvino

32 Years of Experience
Chester, NJ
BrokerSells Insurance

Frank Euvino is a registered investment advisor at LPL Financial LLC, based in Chester, NJ, with 32 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

385 State Route 24 Suite 3P, Chester, NJ, 07930

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Frank operates under Euvino Barbara Private Wealth Management as a DBA for LPL business and is a Registered Investment Advisor with Private Advisor Group, dedicating full-time hours to these activities. He also spends minimal time on non-variable insurance and managing Euvino Barbara Property Mgmt LLC for tax/investment purposes.

Employment History
Current Registrations
Private Advisor Group, LLC
March 2013 - Present · 13 yrs 2 mos
LPL Financial LLCBroker
March 2013 - Present · 13 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
June 2002 - March 2013 · 10 yrs 9 mos
UBS Financial Services INC.Broker
March 2001 - March 2013 · 12 yrs
H&r Block Financial Advisors, INC.Broker
April 1995 - March 2001 · 5 yrs 11 mos
Dean Witter Reynolds INC.Broker
February 1993 - March 1994 · 1 yr 1 mo
D. H. Blair & CO., INC.Broker
June 1992 - September 1992 · 3 mos
State Registrations14 states
COCTDEFLMAMDNCNJNYPARISCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.