Steven Devlin, financial advisor Powell OH

Steven Devlin

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Residently Speaking Powell, OH Jun 2018 - Current 5
Principal Securities Inc. Powell, OH Mar 2016 - Current 8
Dostal & Kirk, Inc Insurance & Financial Services Powell, OH Feb 2011 - Current 13
Principal Life Insurance Company Powell, OH Sep 2008 - Current 15
Princor Financial Services Corporation Powell, OH Sep 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2009
Contact Info for Steven M. Devlin
Phone Number: 888-774-6267
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    9,417
    MILLIONS
  • Total Number of Accounts
    46,075
    ACCOUNTS
  • Average Account Value
    $204,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, WY

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