Nicholas McDevitt (CRD# 5433628) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfg Private Wealth Management, LLC | Lutz, FL | May 2016 - Current | 7 |
| Mutual Securities, Inc. | Camarillo, CA | May 2016 - May 2017 | 1 |
| Mml Investors Services, Inc. | Tampa, FL | Nov 2007 - May 2016 | 8 |
| Massmutual Life Insurance Company | Tampa, FL | Oct 2007 - May 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- FL
-
Total Assets Under Management204MILLIONS
-
Total Number of Accounts971ACCOUNTS
-
Average Account Value$209,816
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
FL, GA, LA, NC, NY, TX, VA
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