Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Bernardy is a financial advisor with LPL Financial LLC in NOVATO, CA. Evan has been in the financial industry since 2019. Evan has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated in SAN FRANCISCO, CA. Evan is a registered representative and investment advisor representative. Evan is licensed in California, Georgia, and North Carolina. Evan's firm, LPL Financial LLC, provides a range of financial services including financial planning, portfolio management, consulting, and other non-discretionary advisory services. Evan specializes in retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
06/04/2024 - Present
LPL Financial LLC (NOVATO CA)
CA
05/07/2019 - 06/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 06/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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