Patrick
Devine

Independent Financial Group, LLC

CRD#1896483
Investment Advisor
in Houston, TX

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About this Advisor

Patrick Devine is a certified financial planner who works in Houston, Texas who has 5 years of relevant experience. Devine is an employee of Independent Financial Group, LLC. The advisor has gained experience at Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.) and Independent Financial Group. Devine has a Series 63 license, which qualifies them as a securities broker, and is able to work in Texas. Independent Financial Group, LLC is a registered investment firm operating out of San Diego, CA. It has offices in 364 locations and a total of 697 financial advisors. It administers $6 billion in assets under management between its 27,435 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises 48 charitable organizations. Of its 27,435 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. Independent Financial Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on the type of financial services offered. However, fees billed by Independent Financial Group, LLC likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Houston, TX

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Independent Financial Group, LLC Brokerage Details

Total Assets Under Management

$5,978,096,039

TX Average: $7,578,581,321
Total Number of Employees

697

TX Average: 43
Total Number of Accounts

27,435

TX Average: 3,727
Average Account Size

$217,900

TX Average: $2,033,427

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

Patrick Devine Work History

Patrick has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Independent Financial Group

2005 - 2018 (13 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)

*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 Patrick Devine 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 Independent Financial Group, LLC

Rick Wertheim
San Diego, CA
Hui Zhang
San Gabriel, CA
Wojciech Polowy
New Britain, CT
Kerry Schmitz
Buffalo, MN
Antoinette Lobaito
Amarillo, TX
Brian Conrad
San Diego, CA
Jason Segawa
San Diego, CA
Matthew Mundy
Chandler, AZ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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