Evan Topor is a registered investment advisor at LPL Financial LLC, based in Troy, MI, 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
880 W. Long Lake Rd., Suite 550, Troy, MI, 48098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Evan is doing business as Stonebridge Financial Partners LLC, an entity for LPL business, and also as NewEdge Advisors, LLC (RIA). He also sells non-variable insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLCBroker
Raymond James & Associates, INC.Broker
Cig SecuritiesBroker
State Registrations10 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.