Jeff Bevacqua (CRD# 6176460) is an Investment Advisor Representative working at Lpl Financial LLC in Erie, PA and has over 10 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Erie, PA | Oct 2017 - Current | 6 |
| Northwest Bank | Erie, PA | Oct 2017 - Current | 6 |
| Pnc Investments, LLC | Erie, PA | Jan 2016 - Sep 2017 | 1 |
| Pnc Investments | Erie, PA | Oct 2015 - Jan 2016 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Oct 2015 | < 1 |
| Morgan Stanley | Erie, PA | Mar 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- PA
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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