Donovan Louis Stuard
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
13 years in the industry.
- LPL Financial, LLCJul 2022 to now
- Mcdermott Investment Services, LLCJul 2021 to Jun 2022
- Mcdermott Investment Advisors, LLCJun 2021 to Jun 2022
- Merrill Lynch - Gsl AssociatesOct 2019 to Mar 2020
- Mcdermott Investment Advisors, LLCJun 2019 to Sep 2019
- Mcdermott Investment Advisors, LLCJun 2018 to Aug 2018
- Widener UniversityAug 2017 to May 2021
- Mcdermott Investment Advisors, LLCJun 2017 to Aug 2017
- Bethlehem Catholic High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7033848
- Firm CRD
- 6413