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Evan Yeakel

LPL Enterprise, LLC
31 Years of Experience
Cedar Park, TX
1 DisclosureBroker
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Evan Yeakel is a registered investment advisor at LPL Enterprise, LLC, based in Cedar Park, TX, with 31 years of industry experience. Evan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Cedar Park, TX

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1999
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Evan works as a notary in Cedar Park, TX, starting in June 2024. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Charles Schwab & CO., INC.Broker
March 2005 - January 2024 · 18 yrs 10 mos
Cybertrader, INC.Broker
February 1999 - December 2007 · 8 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
February 1995 - February 1999 · 4 yrs
Olde Discount CorporationBroker
April 1993 - January 1994 · 9 mos
Desert Mountain Securities, INC.Broker
March 1993 - April 1993 · 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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