JE
JE

John Evers

25 Years of Experience
Cranston, RI
1 DisclosureBroker

John Evers is a registered investment advisor at LPL Financial LLC, based in Cranston, RI, with 25 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

Cranston, RI

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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.
Financial
January 2021
Final
Other Business Activities

John owns a TCGplayer seller account called RI Magicguy, selling Magic the Gathering cards since 2020. This takes a few hours per week.

Employment History
Current Registrations
LPL Financial LLCBroker
July 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
G. A. Repple & CompanyBroker
January 2020 - July 2021 · 1 yr 6 mos
G. A. Repple & Company
January 2020 - July 2021 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - September 2019 · 9 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - September 2019 · 9 yrs 11 mos
Banc of America Investment Services, INC.
February 2007 - October 2009 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.Broker
March 2001 - October 2004 · 3 yrs 7 mos
Suretrade INC.Broker
February 2000 - March 2001 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.