Devon Perry, financial advisor Waldoboro ME

Devon Perry

CRD Number: 5004219
Current Firm: Lpl Financial LLC

Devon Perry (CRD# 5004219) is an Investment Advisor Representative working at Lpl Financial LLC in Waldoboro, ME and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco/private Ledger Boston, MA Mar 2006 - Current 18
Camden National Bank Camden, ME Jul 2004 - Current 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Devon L. Perry
Phone Number: 704-733-3300
Registered State(s):
  • ME
  • 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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