Aaron Devos, financial advisor Grandville MI

Aaron Devos

CRD Number: 4545710
Current Firm: Lpl Financial LLC

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.

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Professional Designations
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
Contact Info for Aaron D. Devos
Phone Number: 704-733-3300
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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