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Patrick Devaney, financial advisor Yorktown Heights NY

Patrick Devaney

CRD Number: 2647499
Current Firm: Lpl Financial LLC
Compensation Model: Both
Patrick Devaney (CRD# 2647499) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Danbury, CT and has over 19 years of experience in the finance industry.
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Company Name Location Dates Years
Lpl Financial, LLC Jefferson Valley, NY Nov 2020 - Current 3
Ameriprise Financial Services, Inc. Yorktown, NY Jan 2009 - Nov 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1996
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Patrick J. Devaney
1911 Commerce Street, Yorktown Heights, NY 10598
Phone Number: 704-733-3300
Advisor Website: www.Ameripriseadvisor.com/patrick.j.devaney
Firm Website: https://lplgovernmentrelations.com/sitepages/homepage.aspx
Registered State(s):
  • NJ
  • NY
Current Firm Details
Lpl Financial LLC
Firm's CRD Number: 6413
1055 Lpl Way, Fort Mill, SC 29715
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
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
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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