DA
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Devin Aherin

4 Years of Experience
Dieterich, IL
BrokerSells Insurance

Devin Aherin is a registered investment advisor at LPL Financial LLC, based in Dieterich, IL, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

103 B West Section Street, Dieterich, IL, 62424

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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.

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Other Business ActivitiesSells Insurance

Devin is affiliated with Wohltman-Aherin Insurance, Ltd, and serves as a board member for Bishop Mutual Insurance Company. He also operates Aherin Agri-Business, Inc., Wohltman-Aherin Investments (DBA for LPL business), and Devin L Aherin Farms, dedicating about three-quarters of his time to Wohltman-Aherin Investments and minimal time to Devin L Aherin Farms.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
August 2021 - Present · 4 yrs 11 mos
State Registrations3 states
FLILIN
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.