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. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
212 W. Route 38, Suite 580, Moorestown, NJ, 08057
Get directionsHistory
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.
Exams
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