Devon Leigh Perry

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

• 03/2006 → Present
  Linsco/Private Ledger
  Boston, MA
• 07/2004 → Present
  Camden National Bank
  Camden, ME

Other Businesses

1. 6/1/2009 - OTHER-DUAL EMPLOYEE - CAMDEN NATIONAL BANK - COMPLIANCE OFFICER. PERFORM OSJ DUTIES. NO BANK DUTIES. - TIME SPENT 100% - WALDOBORO, ME. 2. 8/17/2010 - NON-VARIABLE INSURANCE - 1% OF TIME SPENT - WALDOBORO, ME. 3. 12/8/2010 - DBA ONLY - CAMDEN FINANCIAL CONSULTANTS - WALDOBORO, ME

Exams

• S66 Uniform Combined State Law Examination
  2006-08-16

Other Names

• Devon Leigh Perry
• Devon Leigh Bartlett