Csenge Advisory Group
47yrs
Top advisor by experience in Clearwater
30yrs
Stephen Devlin has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Clearwater, Florida. After three years at WS Griffith Securities, Stephen joined LPL Financial in 2015, a firm offering financial planning, investment management, and educational workshops. Stephen holds the CFP® designation.
One of 444 advisors with offices in Clearwater, and one of 394 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience in Florida
OfficeClearwater, FL
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowLPL Financial LLCCurrent firm
- 1999 – 2002WS Griffith Securities, Inc.Previously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call LPL Financial at 704-733-3300 and ask for Stephen Devlin. Stephen works from the Clearwater, FL office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1996, about 30 years. Top 16% by experience in Florida.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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