DR
DR

Devin Rasmussen

7 Years of Experience
Fairport, NY
BrokerSells Insurance

Devin Rasmussen is a registered investment advisor, based in Fairport, NY, with 7 years of industry experience.

Location

1271 Fairport Rd, Fairport, NY, 14454

Get directions

History

Regulatory History
Clean regulatory record

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

Devin operates ESL Investment Services as a DBA for his LPL business and is also involved with ESL Investment Services, LLC, selling non-variable insurance, dedicating about 10-20% of his time to the latter. Additionally, Devin is a business owner at Outlet Rod & Gun Club, spending a few hours per week on this activity.

Employment History
Current Registrations
Esl Investment Services, LLCBroker
July 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
July 2024 - Present · 1 yr 10 mos
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2023 - July 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - July 2024 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
June 2018 - August 2022 · 4 yrs 2 mos
State Registrations3 states
CTFLNY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Devin Rasmussen - Financial Advisor | TrueAdvisor