Devin TweedCRD Number: 5495017
Current Firm: Lpl Financial LLC
Devin Tweed (CRD# 5495017) is an Investment Advisor Representative working at Lpl Financial LLC in Lexington, KY and has over 9 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Lpl Financial, LLC||Lexington, KY||Dec 2011 - Current||6|
|J.j.b.hilliard, W.l.lyons Inc.||Lexington, KY||Jan 2008 - Nov 2011||3|
|Environmental Landscaping||Lexington, KY||Jun 2007 - Dec 2007||< 1|
|University Of Kentucky||Lexington, KY||Aug 2002 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
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