Martin Richard Devault

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

• 08/1992 → 03/2022
  Fundx Investment Group Llc
  San Francisco, CA
• 03/2022 → 06/2024
  One Capital Management
  West Lake Villsge, CA
• 06/2024 → 04/2026
  Retired
  Davis, CA
• 05/2026 → Present
  Lpl Financial Llc
  Davis, CA

Previous Registrations

• 2022-05-02 → 2024-07-15
  One Capital Management, Llc
  San Francisco, CA
  Westlake Village, CA
• 1997-07-08 → 2022-05-03
  Fundx Investment Group, Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-15
• S63 Uniform Securities Agent State Law Examination
  1991-06-25

Other Names

• Marty Devault