Thomas Devine, financial advisor Katy TX
96 score

Thomas Devine

CRD Number: 1262775
Current Firm: Lpl Financial LLC

Thomas Devine (CRD# 1262775) is an Investment Advisor Representative working at Lpl Financial LLC in Katy, TX and has over 30 years of experience in the finance industry. Thomas Devine 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
Tdecu Katy, TX Apr 2016 - Current < 1
Lpl Financial Katy, TX Apr 2016 - Current < 1
Insource Inc. Indianapolis, IN Jun 2014 - Current 2
Devine Lending, LLC Fulshear, TX Apr 1996 - Current 20
The Leaders Group Inc. Littleton, CO Jul 2014 - Apr 2016 1
Lpl Financial LLC Katy, TX Jan 2014 - Jun 2014 < 1
Park Avenue Securities LLC Houston, TX Jan 2013 - Dec 2013 < 1
Guardian Life Insurance Co Of America Houston, TX Dec 2012 - Dec 2013 1
Pj Robb Variable Corp. Charlotte, NC Mar 2012 - Dec 2012 < 1
Insource, Inc. Houston, TX Feb 2011 - Dec 2011 < 1
Chase Investment Services Corp Houston, TX Sep 2010 - Feb 2011 < 1
Edward Jones Katy, TX Sep 2009 - Sep 2010 1
Genworth Financial Houston, TX Sep 2008 - Sep 2009 1
Capital Brokage Corportation Houston, TX Sep 2008 - Sep 2009 1
Guardian Investor Services Corp. New York, NY Apr 2000 - Sep 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Thomas W. Devine
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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