Michael Devlin
Michael Devlin is a registered investment advisor at LPL Financial LLC, based in Braintree, MA, with 28 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
100 Grandview Road, 303, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is involved in several investment-related activities, including BCG Retirement Consultants, BCG Pension Risk Consultants (selling fixed annuities), Global Retirement Partners, and owning rental real estate. He dedicates about 10-20% of his time to BCG Pension Risk Consultants and Global Retirement Partners, and minimal time to the rental property.
Employment History
Current Registrations
LPL Financial LLC
Global Retirement Partners LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Financial, INC.Broker
Commonwealth Financial NetworkBroker
Hartford Equity Sales Company INC.Broker
State Registrations29 states
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