Edward Stephen Devine Iii
CFP®Professional Summary
Edward Stephen Devine III, CFP®, who also goes by Ed Devine, Edward Stephen Devine, is a registered financial advisor currently at ROTH BUILDER INVESTMENTS located in Chula Vista, California. Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Edward has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ed Devine, Edward Stephen Devine
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
ROTH BUILDER INVESTMENTS | ROTHBUILDER INVESTMENTS LLC | ROTHBUILDER INVESTMENTS | ROTH BUILDER INVESTMENTS LLC
Contact Information
Main Address
Chula Vista, CAMailing Address
1741 Eastlake Parkway Ste. 102-243, Chula Vista, CA 91915-2032Phone Number
(619) 253-6083# of Employees
1Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Edward Stephen Devine III's CRS (Customer Relationship Summary).
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