Janet
De Vries
Lpl Financial LLC
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About this Advisor
Janet De Vries is a financial advisor based out of Prescott, Arizona with 10 years of industry experience. De Vries works at Lpl Financial LLC. They have been an employee of Lpl Financial Llc for their whole career. De Vries has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Lpl Financial LLC is a registered investment business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It controls $368 billion in assets under management between its 1,688,501 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 accounts, 31% are associated with high-net-worth clients who have more than $1 million in investable assets. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on the services provided. However, fees charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Janet De Vries Work History
Janet has been registered as a financial advisor for 10 years.*
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janet De Vries to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Rochester, NY
Chico, CA
Naperville, IL
Bridgeport, CT
Vienna, VA
The Villages, FL
Waukesha, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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