Edward Devine (CRD# 4771210) is an Investment Advisor Representative working at Roth Builder Investments in Chula Vista, CA and has over 19 years of experience in the finance industry. Edward Devine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Roth Builder Investments LLC | San Diego, CA | Sep 2020 - Current | 3 |
| Epstein & White LLC | San Diego, CA | May 2019 - Sep 2020 | 1 |
| Zeiders | San Diego, CA | Nov 2018 - May 2019 | < 1 |
| Unemployed | Chula Vista, CA | Jan 2018 - Nov 2018 | < 1 |
| Creative Planning | San Diego, CA | Mar 2016 - Jan 2018 | 1 |
| Stronghold Financial, LLC | San Diego, CA | Oct 2014 - Apr 2016 | 1 |
| Td Ameritrade | San Diego, CA | Oct 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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