Aaron David Devos
Investment adviser representative at LPL Financial LLC
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- LPL Financial LLCJul 2021 to now
- Grandville Group LLCAug 2017 to Jul 2021
- Habitat for HumanitySep 2015 to Apr 2017
- Adv Great Lakes GroupJan 2014 to Jul 2021
- Kids Food BasketJan 2011 to Jun 2017
- Gilda's Club Grand RapidsJan 2010 to Jun 2017
- Road Properties, LLCDec 2003 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesSep 2002 to Jul 2021
- Waddell & Reed, Inc.Jun 2002 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4545710
- Firm CRD
- 6413