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Devon Michael Richardson

Advisor at LPL Enterprise — Toney, AL

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Toney, AL

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,105

Across 853 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Devon Richardson is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for one year and spent a decade at Landers McLarty Nissan. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Toney, AL

Toney AL

Advisors at this office

1

Most active in

Alabama · Georgia

Work history

< 1 year of industry experience

LPL Enterprise LLC

2026 - Present • 1 year

Atlanta, GA

Unemployed

2025 - 2026 • 1 year

Toney, AL

Edward Jones

2024 - 2025 • 1 year

St Louis, MO

Landers Mclarty Nissan

2014 - 2024 • 10 years

Huntsville, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Henry C

CFP®, Series 7, Series 66

Huntsville, AL

Keel Point, LlC

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Wealth management General retirement planning General tax planning Multi-generational wealth transfer Life insurance needs analysis Retired Government Employee Doctor or Medical Professional Engineering Professional Retired Approaching retirement Mid-Career Professionals Career Changers HENRY (High Earners, Not Rich Yet)

Drew C

Series 66, Series 7

Huntsville, AL

Keel Point, LlC

Drew Chapman serves as a Senior Wealth Advisor at Keel Point, where he focuses on helping families as well as federal government executives through complex retirement and investment strategies. With over a decade of financial planning experience, Drew brings clarity and confidence to clients navigating TSP, FERS, and CSRS benefits, as well as executive compensation and early retirement offers (VERA/VSIP). He is passionate about helping families align their financial decisions with their personal values, long-term goals, and legacy planning needs. Drew takes a comprehensive and relational approach, integrating retirement planning, tax efficiency, and multi-generational planning to help clients harness wealth to live with peace and purpose. Before joining Keel Point, Drew honed his expertise at both boutique advisory firms and national financial institutions. He holds a degree in Economics and Finance from Auburn University and is a Certified Kingdom Advisor (CKA). Drew is also a trusted resource within the federal employee community, frequently presenting classes on retirement readiness and financial wellness. Outside the office, Drew enjoys time with his wife and daughter, friends, reading, mentoring young professionals, and spending time outdoors—especially on the golf course.

General retirement planning General tax planning Charitable giving & philanthropy Retirement income strategy Private / alternative investments Government Employee Independent Contractor Military & Veterans Founder/Business Owner Retired Approaching retirement Retired Widow/Widower Christian Faith Based Religious/faith focused
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Paul L

Series 65

Huntsville, AL

Lamont Trading Advisors, Inc.

Paul Lamont is the principal of Lamont Trading Advisors, Inc. in Huntsville, AL, with 20 years of industry experience. He holds a Series 65 designation and has managed his advisory firm since 2005. Prior to founding the firm, he spent eight years at Eureka Cattle Company, Inc. Lamont Trading Advisors provides investment advice, account management, and financial consultation to individuals, corporations, trusts, and pension plans. The firm offers two managed account programs focused on short-term U.S. Treasury bills and actively managed bear market strategies, combining charting, cyclical, fundamental, and technical analysis with discretionary trading authority.

Active portfolio management
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Bobby J

CFP®, ChFC®, Series 63, Series 65

Toney, AL

Junkin & Company, Inc.

Bobby Junkin is the principal of Junkin & Company, Inc., an independent firm based in Toney, Alabama. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Since founding Junkin & Company in 2013, he has focused on providing financial planning and investment advisory services. In addition to his advisory role, Mr. Junkin is a licensed insurance agent and occasionally offers clients advice on insurance products. Junkin & Company serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm’s investment approach is based on the Efficient Market Hypothesis, Modern Portfolio Theory, and the Fama-French three-factor model, emphasizing global diversification and periodic rebalancing. Rather than managing portfolios directly, the firm typically recommends third-party money managers to implement long-term, passive strategies.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Kenneth C

ChFC®, Series 63

Huntsville, AL

KG Consulting Group, Inc.

Kenneth Cantley is a financial advisor with KG Consulting Group, Inc. in Huntsville, AL. He holds the ChFC® designation and a Series 63 license and has 10 years of industry experience. Prior to founding KG Consulting Group in 2015, he engaged in general insurance sales on an occasional basis. KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals, corporations, and employee benefit plans. The firm manages approximately $10.8 million across about 15 clients, offering portfolio management, financial planning, and pension consulting, including participant enrollment support and educational seminars.

Retirement income strategy Annuities Wealth management
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Zeke A

CFP®

Huntsville, AL

Planalto Financial

I’m Zeke Anders, and I founded Planalto Financial to offer a higher level of planning. I’ve always been passionate about investing and personal finance, and I eventually left corporate America to become a financial planner. I am a CFP professional with over five years of formal experience, but I’m an avid learner and student of market history and current research. My goal is to provide evidence-based, objective advice to help clients find fulfillment through their wealth. Financial planning is often about more than just math, it is about utilizing the assets you spent a career accumulating to create meaning and purpose in retirement. Planalto Financial is open to all, but my specialty is working with Brazilian-American families. While I am from Alabama, my wife is from Brazil originally, and we currently live in Brasilia, Brazil with our two daughters. We understand that cross-border families have specific opportunities and challenges such as owning assets in multiple countries, additional tax and reporting requirements, and higher travel and family support budgets. If this sounds like you, Planalto Financial is here to help. Pode contar comigo. Planalto offers flat-fee hourly, planning-only, or comprehensive planning and investment management services. I chose flat-fee services to provide transparency and simplify, whereas assets-under-management fees can be complicated (is it beginning, end, or the average asset values? In advance or in arrears?). In addition, I do not receive commissions for any product sales.

Cross-border / expatriate tax planning Income planning Founder/Business Owner Retired Approaching retirement Retired
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