Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Roberson is a financial advisor at LPL Financial LLC, located in Mechanicsburg, PA. Devon is a registered representative with the state of Pennsylvania and has been in the financial services industry since January 2007. Devon specializes in financial planning, portfolio management, and pension consulting. Devon has a strong commitment to providing personalized service to each client and helping them achieve their financial goals. Devon is a graduate of Northwestern Mutual Wealth Management Company and is a member of the Financial Planning Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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PA
02/09/2025 - Present
LPL Financial LLC (CAMP HILL PA)
BC
Issued 08/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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