Thomas DevineCRD 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.
Linscomb & Williams
The Goff Financial Group
Hill Investment Group
|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|
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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