Bethany Dever is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hanover, MA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2036 Washington St, Hanover, MA, 02339
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bethany operates her LPL business under the DBA Rockland Trust Financial Services. She also has a financial institution duty with Rockland Trust Company, dedicating full-time hours to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Martha's Vineyard Investment Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Horace Mann Investors, INC.Broker
Infinex Investments, INC.
Infinex Investments, INC.Broker
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
LPL Financial CorporationBroker
LPL Financial Corporation
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Strategic Advisers, INC.
Fidelity Personal Trust Company, Fsb
Fidelity Brokerage Services LLCBroker
Dean Witter Reynolds INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.