Evan Osborne is a registered investment advisor at LPL Enterprise, LLC, based in Irvine, CA, with 19 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
3333 Michelson Drive, Suite 820, Irvine, CA, 92612
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan is a musician playing piano, keyboards, and drums in a band since 2018. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Signature Resources Capital Management, LLC
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations1 state
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.