Daniel DevineCRD Number: 1026886
Current Firm: Daniel Devine & Company
Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Daniel Devine & Company in Delray Beach, FL and has over 35 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Tobias Financial Advisors
|Daniel Devine & Company||Delray Beach, FL||Apr 2004 - Current||14|
|New Providence Asset Mgmt Ltd.||Nassau,||Dec 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1982|
|S65||NASAA Investment Advisors Law Examination||Jun 1994|
Total Assets Under Management267MILLIONS
Total Number of Accounts76ACCOUNTS
Average Account Value$3,510,324
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CT, FL, MA, NH
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