Steven DevlinCRD Number: 5460031
Current Firm: Principal Securities, Inc.
Steven Devlin (CRD# 5460031) is an Investment Advisor Representative working at Principal Securities, Inc. in Powell, OH and has over 7 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Dostal & Kirk, Inc Insurance & Financial Services||Powell, OH||Feb 2011 - Current||6|
|Principal Life Insurance Company||Powell, OH||Sep 2008 - Current||8|
|Princor Financial Services Corporation||Powell, OH||Sep 2008 - Current||8|
|Ameriprise Financial Services,inc.||Dublin, OH||Dec 2007 - Sep 2008||< 1|
|Quality Mortgage Of Ohio||Columbus, OH||Aug 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2009|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV