James Devlin Jr.CRD Number: 1054220
Current Firm: Ameriprise Financial Services, Inc.
James Devlin Jr. (CRD# 1054220) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Margate, NJ and has over 31 years of experience in the finance industry.
Ubs Financial Services Inc.
Ameriprise Financial Services, Inc.
Cetera Investment Advisers LLC
|Ameriprise Financial Services Inc.||Margate, NJ||Feb 2012 - Current||5|
|Ubs Financial Services Inc.||Northfield, NJ||Sep 1988 - Feb 2012||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV