Erie, PA 800 State Street Office
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LPL Financial
Institution
Firm-wide stats for LPL Financial
About
LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.
Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.
What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.
Based on LPL Financial
Expertise
Based on LPL Financial
Location
800 State Street, Suite 400
Erie PA 16501
Advisors at this office
3
Advisors at this office
Jeffrey E
CFP®, Series 63
Erie, PA
LPL Financial
Jeffrey Evans is a CFP® with 54 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at Northwest Bank, Cetera Investment Services, Northwest Advisors, and ECM Advisors. Evans is involved with Brokers Service Marketing Group, focusing on non-variable insurance and fixed annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with broader financial activities and oversight of over $819 billion in discretionary assets.
Joshua E
CFP®, ChFC®, Series 63, Series 65
Erie, PA
LPL Financial
Joshua Engels is a CFP® and ChFC® with 12 years of industry experience. He is affiliated with LPL Financial and has previously been employed at Northwest Bank, PNC Investments, and Citizens Securities. Outside of his advisory work, he owns a woodworking business specializing in furniture and home decor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting investment representatives with a variety of tools and resources.
Jeff B
Series 66
Erie, PA
LPL Financial
Jeff Bevacqua is a financial advisor with LPL Financial in Erie, PA, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Northwest Bank, PNC Investments, PNC Wealth Management, and Morgan Stanley. He is involved with Broker Service Marketing Group as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with a range of strategic and tactical investment options.
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