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Devin Lamont Alphin

PR SQUARED WEALTH MANAGEMENT
Decatur, GA
·CRD# 6103157·14 years experience

Professional Summary

Devin Lamont Alphin, who also goes by Devin Lamont Alphin, Devin Alphin, is a registered financial advisor currently at PR SQUARED WEALTH MANAGEMENT LLC located in Decatur, Georgia and CAPITALWIZE, LLC located in Atlanta, Georgia. Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Devin has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Devin Lamont Alphin, Devin Alphin

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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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

PR SQUARED WEALTH MANAGEMENT LLC·CRD# 309595
RIA
Decatur, GA
May 22, 2025 - Present
CAPITALWIZE, LLC·CRD# 288124
RIA
1100 Peachtree St. Ne Ste. 200, Atlanta, GA 30309
May 22, 2025 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Atlanta, GA
October 31, 2024 - March 12, 2025
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Atlanta, GA
October 28, 2024 - March 12, 2025
PR SQUARED WEALTH MANAGEMENT LLC·CRD# 309595
RIA
Lawrenceville, GA
March 11, 2024 - September 26, 2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Atlanta, GA
March 3, 2016 - November 8, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Atlanta, GA
February 29, 2016 - November 8, 2023
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Decatur, GA
May 2, 2014 - February 9, 2016
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Decatur, GA
October 1, 2012 - February 9, 2016
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Conyers, GA
September 18, 2012 - October 1, 2012

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Current Firm

PS
PR SQUARED WEALTH MANAGEMENT LLC

PR SQUARED WEALTH MANAGEMENT LLC

CRD#: 309595
Alabama
Registered Investment Advisory firm - Alabama (12/2/2024 Terminated)
Georgia
Registered Investment Advisory firm - Georgia (7/31/2020 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1770 The Exchange Suite 220, Atlanta, GA 30339

Phone Number

(678) 719-2735

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

127

AUM (Assets Under Management)

$12,696,520

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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.

(1.) Devin Alphin, Sole Proprietor; Yes; Atlanta, GA; Insurance Services; Insurance Agent; 03/2025; 20/ HRS MO; 20/ HRS MO (2.) Capitalwize, LLC; Yes; Atlanta, GA; RIA; Financial Advisor; 04/2025; 40/ HR MO; 40/ HRS MO (3.) Melanin Money; Yes; Dallas, TX; Financial Planning firm; Client Associate; 03/2025; 10/ HRS MO; 10/ HR MO

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Georgia
(5/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Apr 2014About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2014About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2012About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Devin Lamont Alphin's CRS (Customer Relationship Summary).

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