Devan Robinson, financial advisor Xenia OH
89 score

Devan Robinson

CRD Number: 6226628
Current Firm: Fairlead Financial Group, LLC

Devan Robinson (CRD# 6226628) is an Investment Advisor Representative working at Fairlead Financial Group, LLC in Xenia, OH and has over 3 years of experience in the finance industry.

Similar Advisors
Matthew Deller, financial advisor Xenia OH
Matthew G. Deller
CRD# 2772223
Sound Financial Investment Management, LLC
Score
101
Similar Advisors
Brad Drager, financial advisor Xenia OH
Brad L. Drager
CRD# 5403175
Raymond James & Associates, Inc.
Score
100
Similar Advisors
P Patel, financial advisor Xenia OH
P Patel
CRD# 5914437
Greenrock Advisory LLC
Score
98
Company Name Location Dates Years
Fairlead Financial Group, LLC Beavercreek, OH Jun 2015 - Current 1
Edward Jones St. Louis, MO Jul 2013 - Jun 2015 1
Newpage Corporation Miamisburg, OH Mar 2011 - Jul 2013 2
Wright State University Dayton, OH Feb 2010 - Mar 2011 1
Greene County Agencies For Combined Enforcement Xenia, OH Jul 2009 - Jan 2010 < 1
Wright State University Dayton, OH Sep 2008 - Jul 2009 < 1
Sears Holdings Corporation Beavercreek, OH Nov 2007 - Sep 2008 < 1
Wright State University Dayton, OH Jun 2006 - Nov 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Devan M. Robinson
Phone Number: 937-705-6514
Registered State(s):
  • OH
Current Firm Details
Fairlead Financial Group, LLC
Firm's CRD Number: 269842
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $122,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.