Emily Devine Morgan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Lpl Financial, Llc
  Alpharetta, GA

Previous Registrations

• 2008-06-30 → 2008-08-28
  Truist Investment Services, Inc.
  Alpharetta, GA
• 2005-08-05 → 2006-07-06
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Lawrenceville, GA

Other Businesses

(1) 08/26/2008: Sullivan and Schlieman Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (2) 08/04/2014: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - Start 09/12/2010 - 1 Hr/Mo; 1 Hour(s) During Securities Trading (3) 02/26/2024 - Devine Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/21/2023 - 0 Hours Per Month/ During Trading (4) 11/13/2025 - Advisors Network LLC - Non-Variable Insurance - Advisor - Investment Related - At Reported Business Location(s) - Start Date 11/05/2025 - 1 hour per month/ during trading (5) 03/16/2026 - Highland Capital Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/23/2026 - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2005-08-03

Designations

• Certified Financial Planner

Other Names

• Emily Virginia Devine
• Emily Virginia Devine