Bryan Evoy
Bryan Evoy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Moorestown, NJ, with 17 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
212 W. Route 38, Suite 580, Moorestown, NJ, 08057
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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
Bryan is the owner of Evoy Financial Group, LLC, involved in non-variable insurance and serving as a DBA for LPL business, dedicating about 10-20% of his time. He also serves as a secretary on the Township of Moorestown's Low and Moderate Income Housing Oversight Committee, works for the Burlington County Board of Elections, and is involved in real estate rental through BE Properties 212 LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Fsc Securities Corporation
Strategic Financial Advisors Corporation
Fsc Securities CorporationBroker
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.