Devon Kenneth Alber
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$819.1BFirm assets
Are you Devon Kenneth Alber? Claim your profile
Contact this firm
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
12 years in the industry.
- LPL Financial LLCJun 2024 to now
- Alber Asset Management, Inc.Jun 2024 to now
- Morgan Stanley Private Bank, N.AFeb 2023 to now
- Morgan StanleyFeb 2023 to Jun 2024
- Ih Mississippi Valley Cu 3w3lApr 2022 to Feb 2023
- LPL Financial LLCApr 2022 to Feb 2023
- Bankers Life SecuritiesDec 2020 to Mar 2022
- Bankers LifeMar 2018 to Mar 2022
- Imt InsuranceApr 2017 to Mar 2018
- NationwideJan 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6141138
- Firm CRD
- 6413