Devin Rodgers is a registered investment advisor at LPL Financial LLC, based in Hackensack, NJ, with 2 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
1 University Plaza Drive, Suite 114, Hackensack, NJ, 07601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Devin is a 50% owner of New Horizon Financial Tax Services, LLC, where he works full-time as an Enrolled Agent providing tax preparation and accounting services. Devin also dedicates a few hours per week to administrative tasks for New Horizon Financial and to fundraising efforts as an officer for the Ed Sweeney Scholarship Fund.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
State Registrations1 state
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