Compass Capital
46yrs
Top advisor by experience in Braintree
29yrs
Michael Devlin has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Braintree, Massachusetts. After a year at Independent Financial Partners, Michael joined LPL Financial in 2017, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office100 Grandview Road, 303, Braintree, MA 02184
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowLPL Financial LLCCurrent firm
- 2017 – now
- Apr 2017 – Nov 2017Independent Financial PartnersPreviously
Contact Michael
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Michael. 100 Grandview Road, 303Braintree, MA 02184Office · Get directions Facebook pageLPL Financial
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call LPL Financial at (704) 733-3300 and ask for Michael Devlin. Michael works from the Braintree, MA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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