Bryan Evoy is a CERTIFIED FINANCIAL PLANNER™ professional. He is an LPL financial advisor with Evoy Financial Group LLC. Bryan has a bachelor's degree in finance from the University of Miami and a masters of science degree in finance from Drexel University. Prior to becoming a financial advisor, Bryan worked for several large publicly traded corporations, primarily in the treasury division of each company. During his career in corporate finance, Bryan gained a solid understanding of a broad range of institutional finance disciplines, including balance sheet management, cash flow management and operations, commercial lending, and structured finance fields such as commercial mortgage-backed securities and credit card securitizations.
Bryan is a registered representative and investment advisor representative with LPL Financial.
Experience:
LPL Financial Advisor affiliated with LPL Financial as a registered representative and investment advisor representative, 2017 to present. Previously affiliated with National Planning Corporation as a registered representative and investment advisor representative, 2014 - 2017.
FSC Securities Corporation, Financial Consultant, Registered Representative, 2009 - 2014.
Strategic Financial Advisors Corporation, Financial Advisor, Investment Advisor Representative, 2009 - 2014.
American Financial Realty Trust, Vice President, Treasury.
GMAC Commercial Mortgage, Assistant Vice President, Asset/Liability Management.
Fleet Credit Card Services, Vice President, Treasury Analytics.
BHC Financial, Inc., Manager, Mutual Fund Systems.
Education:
The American College, completed coursework requirement for the CERTIFIED FINANCIAL PLANNER™ certification.
Drexel University, Master of Science, finance.
University of Miami, Bachelor of Business Administration, finance.
Licenses and Registrations*:
Series 7 Registration (General Securities Representative)
Series 66 Registration (Uniform Combined State Law Examination)
Insurance Producer License (Life Insurance; Variable; and Accident, Health or Sickness)
* Securities registrations held with LPL Financial.
Membership and Associations:
Financial Planning Association, Drexel University Alumni Association, University of Miami Alumni Association.