PNC Wealth Management
39yrs
Top advisor by experience in Seven Fields
22yrs
Patrick Devlin is a financial advisor in Seven Fields, Pennsylvania, with 22 years in the industry. Patrick joined LPL Financial in 2023, after eight years at Waddell & Reed. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office100 Northpointe Circle Suite 301, Seven Fields, PA 16046
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2005 – 2013Waddell & ReedPreviously
Contact Patrick
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Patrick. 100 Northpointe Circle Suite 301Seven Fields, PA 16046Office · Get directions Facebook pageLPL Financial
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Patrick
How do I contact Patrick?
Call LPL Financial at (704) 733-3300 and ask for Patrick Devlin. Patrick works from the Seven Fields, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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