Simon Devenish
Simon Devenish is a registered investment advisor at LPL Financial LLC, based in Spencerport, NY, 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
117 S Union St Suite 1, Spencerport, NY, 14559
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Regulatory History
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
Simon owns Simple Technology Services LLC, a website design business, and dedicates about 10-20% of their time to it. Simon also works at Monroe Community College and the Spencerport Depot and Canal Museum, and is an agent for Lift Bridge Financial and Dongara Circle LLC, an insurance agency, dedicating minimal time to these roles.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations3 states
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