Annie Evans is a registered investment advisor at LPL Financial LLC, based in Las Vegas, NV, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
8180 Rafael Riviera Way, 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
Previous Registrations
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Morgan StanleyBroker
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Strategic Portfolio Advisors
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Northwestern Mutual Investment Services, LLCBroker
State Registrations16 states
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