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Bryan G. Evoy, CFP®

Bryan G. Evoy, CFP®

LPL Financial Advisor

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.