Jeppson Wealth Management
41yrs
Top advisor by experience in Manhattan Beach
19yrs
Evan Kirkpatrick has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Manhattan Beach, California. Evan has been with LPL Financial since 2018; before that, Evan spent three years at First Allied Advisory Services and a year at First Allied Securities. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 128 advisors with offices in Manhattan Beach, and one of 113 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors in Manhattan Beach
Office1230 Rosecrans Avenue Suite 300, Manhattan Beach, CA 90266
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2012 – 2015First Allied Advisory Services, Inc.Previously
- Mar 2011 – Jul 2012First Allied Securities, Inc.Previously
- 2007 – 2011Kestra Investment Services, LLCPreviously
- Jul 2007 – Sep 2007Equitable Advisors, LLCPreviously
Contact Evan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Evan. 1230 Rosecrans Avenue Suite 300Manhattan Beach, CA 90266Office · Get directions Facebook pageLPL Financial
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Questions to ask Evan
Tailored to Evan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Evan
How do I contact Evan?
Call LPL Financial at (704) 733-3300 and ask for Evan Kirkpatrick. Evan works from the Manhattan Beach, CA office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2007, about 19 years. More experience than 59% of advisors in Manhattan Beach.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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