Bryan Geary Evoy

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 11/2017
  National Planning Corporation
  Marlton, NJ
• 11/2017 → Present
  Lpl Financial, Llc
  Moorestown, NJ

Previous Registrations

• 2014-08-25 → 2017-12-05
  National Planning Corporation
  Marlton, NJ
  Los Angeles, CA
• 2009-03-02 → 2014-08-29
  Strategic Financial
  Mount Laurel, NJ
• 2009-03-03 → 2014-08-27
  Fsc Securities Corporation
  Mount Laurel, NJ
  Marlton, NJ

Other Businesses

1) 11/29/2017 - EVOY FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location (s) - Non-Variable Insurance - OWNER - start date 8/18/2014 - 20 hours per month/15 hours during securities trading. 2) 11/29/2017 - EVOY FINANCIAL GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - OWNER - start date 8/18/2014 - 20 hours per month/15 hours during securities trading. 3) 08/18/2022- Burlington County Board of Elections- Not Investment Related - Van Wert Ohio 45891- Outside/W-2 Employment- Start Date- 06/07/2022- 1 Hours Per Month / 1 Hours During Securities Trading 4) 02/01/2024 - BE Properties 212 LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/25/2023 - 5 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-02-17

Designations

• Certified Financial Planner

Other Names

• Bryan Geary Evoy
• Bryan Evoy