LPL Financial Recruits Financial Advisor with $400 Million in Client Assets
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Evan Lereah to its broker-dealer, corporate registered investment advisor and custodial platforms.
LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisor Evan Lereah to its broker-dealer, corporate registered investment advisor and custodial platforms. Lereah joins from Wells Fargo Advisors Financial Network and serves approximately $400 million in advisory, brokerage and retirement plan assets.
Lereah is managing principal of Lereah Financial Group in Red Bank, New Jersey, which has supported multiple generations of clients since his father started the practice more than 40 years ago. After gaining industry experience, he eventually joined the practice and became the primary investment manager, taking over the business three years ago upon his father’s retirement.
“My passion is to gauge the risk tolerance for a client and build a portfolio utilizing current investment themes and trends,” he said. “I often play a key role in my clients’ inner circle, often getting calls for consultation when big life decisions are being made.”
LPL Financial provides service to approximately $903 billion in brokerage and advisory assets as of December 31, 2020. The company provides proprietary technology, clearing services, practice management programs and training, and independent research to 17,287 financial advisors.
