UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Devon Richardson is a fiduciary financial advisor in Atlanta, Georgia, registered since Nov 2025. Devon joined LPL Enterprise in 2026, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office3343 Peachtree Road, N.E. Suite 700, Atlanta, GA 30326
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
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 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowLPL Enterprise, LLCCurrent firm
Contact Devon
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Devon. 3343 Peachtree Road, N.E. Suite 700Atlanta, GA 30326Office · Get directions Firm websitewww.lpl.com/lpl-enterprise.html
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Devon
How do I contact Devon?
Call LPL Enterprise at (704) 733-3300 and ask for Devon Richardson. Devon works from the Atlanta, GA office.
How long has Devon been a financial advisor?
Devon is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
LPL Enterprise reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devon 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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