Annie Evans is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 19 years of industry experience. Annie 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
8180 Rafael Rivera Way Ste 305, Ste 305, Las Vegas, NV, 89113
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Regulatory History (1)
Regulatory
July 2019Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
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State Registrations16 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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