Sean Mcevoy is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Columbus, OH, with 25 years of industry experience. Sean 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
1840 Zollinger Rd, Columbus, OH, 43221
Get directionsHistory
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.
Exams
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