Patrick Devlin
Patrick Devlin is a registered investment advisor at LPL Financial LLC, based in Seven Fields, PA, with 21 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 Northpointe Circle, Suite 301, Seven Fields, PA, 16046
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Patrick is affiliated with Goodlife Financial Group, LLC and Seven Fields Wealth Management. He also engages in fixed insurance sales through Good Life IA, National Brokerage, and American Senior Benefits, dedicating a few hours per week to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations17 states
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.