Phillip Devereaux
Phillip Devereaux is a registered investment advisor at LPL Financial LLC, based in Tyler, TX, with 4 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
3310 S Broadway Ave Ste 202, Tyler, TX, 75701
Get directionsHistory
Regulatory History (1)
Judgment / Lien
January 2005Other Business Activities
Phillip operates under several DBAs for his LPL business, including Gladstone Wealth Partners, WealthTech Advisors, LLC, and Texas Private Wealth Advisors. These activities are investment-related and take nearly a full-time commitment.
Employment History
Current Registrations
LPL Financial LLC
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
State Registrations1 state
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.