Sean Mcevoy is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Columbus, OH, 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
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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
1840 Zollinger Rd, Columbus, OH, 43221
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Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Sean operates under the DBA Haverford Investment Management for his LPL business. This is an investment-related activity taking up a full-time commitment.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations8 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.