Aaron Devos (CRD# 4545710) is an Investment Advisor Representative working at Lpl Financial LLC in Grandville, MI and has over 21 years of experience in the finance industry. Aaron Devos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Grandville, MI | Jul 2021 - Current | 2 |
Grandville Group LLC | Grandville, MI | Aug 2017 - Jul 2021 | 3 |
Adv Great Lakes Group | Grand Rapids, MI | Jan 2014 - Jul 2021 | 7 |
Road Properties, LLC | Grand Rapids, MI | Dec 2003 - Jul 2021 | 17 |
Various Insurance Carriers For W&r Insurance Agencies | Grand Rapids, MI | Sep 2002 - Jul 2021 | 18 |
Waddell & Reed, Inc. | Grandeville, MI | Jun 2002 - Jul 2021 | 19 |
Kids Food Basket | Grand Rapids, MI | Jan 2011 - Jun 2017 | 6 |
Gilda's Club Grand Rapids | Grand Rapids, MI | Jan 2010 - Jun 2017 | 7 |
Habitat For Humanity | Grand Rapids, MI | Sep 2015 - Apr 2017 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- MI
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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