Daniel Devine
Daniel Devine is a registered investment advisor at LPL Financial LLC, based in Evansville, IN, with 18 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
3535 North Green River Road, Evansville, IN, 47715
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Regulatory History (1)
Customer Dispute
April 2013Other Business Activities
Daniel operates his LPL business through Old National Investments and Old National Wealth Advisors. He also has a financial institution duty at Old National Bank, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
State Registrations13 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.