Andrea Devon, financial advisor Ithaca NY
89 score

Andrea Devon

CRD Number: 6198956
Current Firm: Lpl Financial LLC

Andrea Devon (CRD# 6198956) is an Investment Advisor Representative working at Lpl Financial LLC in Ithaca, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Elmira, NY Jul 2014 - Current 2
Elmira Savings Bank Elmira, NY Jul 2014 - Current 2
Ing Financial Partners Inc. Elmira, NY Jun 2013 - Jul 2014 1
Esb Advisory Services Inc. Elmira, NY Dec 2012 - Jul 2014 1
Brian K Adams & Associates Elmira, NY Nov 2010 - Dec 2012 2
Darktan Elmira, NY Sep 2010 - Nov 2010 < 1
Unemployed Elmira, NY May 2010 - Sep 2010 < 1
Suny College At Fredonia Fredonia, NY Sep 2006 - May 2010 3
Hobby Lobby Elmira, NY Jun 2009 - Mar 2010 < 1
Hilton Garden Inn Horseheads, NY Jun 2008 - Feb 2009 < 1
Fashion Bug Horseheads, NY Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Andrea C. Devon
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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