Bethany Anne Dever

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

• 08/2016 → 06/2020
  Lpl Financial, Llc
  Falmouth, MA
• 10/2016 → 12/2018
  Martha's Vineyard Savings Bank
  Falmouth, MA
• 01/2019 → 06/2020
  Martha's Vineyard Investment Advisors, Llc
  Falmouth, MA
• 06/2020 → 12/2024
  Fidelity Investments
  Hingham, MA
• 03/2025 → Present
  Lpl Financial Llc
  Hanover, MA
• 12/2024 → Present
  Rockland Trust
  Hanover, MA

Previous Registrations

• 2020-08-11 → 2024-12-03
  Fidelity Personal And Workplace Advisors
  Hingham, MA
• 2016-08-15 → 2020-06-17
  Lpl Financial Llc
  West Tisbury, MA
  Falmouth, MA
• 2019-03-05 → 2020-06-10
  Martha'S Vineyard Investment Advisors, Llc
  Falmouth, MA
• 2015-05-06 → 2016-08-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marstons Mills, MA
  Hingham, MA
  Marstons Mills, MA
  Boston, MA
  Marstons Mills, MA
  Boston, MA
  South Yarmouth, MA
• 2012-02-06 → 2014-03-10
  Osaic Institutions, Inc.
  Meriden, CT
  West Tisbury, MA
  Woods Hole, MA
  Edgartown, MA
  Vineyard Haven, MA
• 2008-09-03 → 2012-01-24
  Citizens Securities, Inc.
  Orleans, MA
  Orleans, MA
  Harwich, MA
  South Yarmouth, MA
  So Yarmouth, MA
  South Yarmouth, MA
  Falmouth, MA
  East Wareham, MA
  East Falmouth, MA
  Marstons Mills, MA
  South Dennis, MA
  So. Dennis, MA
• 2008-05-27 → 2008-08-25
  Lpl Financial Llc
  Cedarville, MA
  Carver, MA
  Plymouth, MA
  Plymouth, MA
  Plymouth, MA
• 2007-08-08 → 2008-05-27
  Ifmg Securities, Inc.
  Plymouth, MA
  Plymouth, MA
  Cedarville, MA
  Carver, MA
  Plymouth, MA
• 2007-01-18 → 2007-07-26
  Lpl Financial Llc
  Salem, MA
• 2001-02-02 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Boston, MA
• 2001-04-13 → 2005-02-16
  Strategic Advisers Llc
  Boston, MA

Other Businesses

1 - 03/2025 - Rockland Trust Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 03/2025 - Rockland Trust Company - Financial Institution Duty - Inv Related - 160 Hours/Month - 40 Hours During Trading - MA 02339 - OBA Start Date: 12/09/2024.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-26
• S63 Uniform Securities Agent State Law Examination
  1998-08-24

Designations

• Certified Financial Planner

Other Names

• Bethany Anne Bruce
• Bethany Anne Dever
• Bethany Dever