Devin Mergens, financial advisor Mill Creek WA
90 score

Devin Mergens

CRD Number: 6113938
Current Firm: Triad Hybrid Solutions, LLC

Devin Mergens (CRD# 6113938) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Mill Creek, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Clarity Financial Advisors Mill Creek, WA Feb 2016 - Current < 1
Triad Advisors, Inc. Norcross, GA Feb 2016 - Current < 1
Ravin Productions Bothell, WA Jan 2015 - Current 1
Bank Of The West Seattle, WA Jan 2015 - Feb 2016 1
Bank West Investment Services Seattle, WA Jan 2015 - Feb 2016 1
Wells Fargo Advisors., LLC Freeland, WA Aug 2012 - Jan 2015 2
Wells Fargo Bank, Na Freeland, WA Feb 2011 - Jan 2015 3
Devintree Cleaning Solutions LLC Mckinney, TX Aug 2011 - Aug 2014 3
Top Golf Allen, TX Oct 2010 - Jan 2012 1
Star Satellite Orem, UT Sep 2008 - Jan 2011 2
Apx Alarm Now Vivant Provo, UT Feb 2007 - Sep 2010 3
Vision Home Security Orem, UT Sep 2009 - Aug 2010 < 1
Brigham Young University Provo, WA Jun 2005 - Apr 2010 4
Missionary Training Center Provo, UT Feb 2006 - Feb 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Devin S. Mergens
Phone Number: 866-580-8219
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    134
    MILLIONS
  • Total Number of Accounts
    1,155
    ACCOUNTS
  • Average Account Value
    $116,364
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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