Evan Kirkpatrick
Evan Kirkpatrick is a registered investment advisor at LPL Financial LLC, based in Manhattan Beach, CA, 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
1230 Rosecrans Avenue Ste 300, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2024Other Business ActivitiesSells Insurance
Evan operates several businesses under the "Wendell Charles" name, including financial, insurance, wealth management, and tax-related entities. He also has ventures in entertainment and a business entity for tax/investment purposes, dedicating a significant amount of time across these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
NFP Securities, INC.Broker
NFP Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations28 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.