Evan Curtis is a CFP-designated registered investment advisor at LPL Financial LLC, based in Phoenix, AZ, with 7 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
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan operates under the DBA Curtis Barnard Financial Services for his LPL business since 2021. He also works for H&R Block, Inc., dedicating nearly full-time hours to this role since 1999.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Parsonex Advisory Services, INC.
State Registrations4 states
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