Timothy Liam Devlin
Professional Summary
Timothy Liam Devlin, who also goes by Tim Devlin, Timothy Devlin, was a registered financial advisor. Timothy was a previously registered financial professional and started their career in finance 2018 - 2022. Timothy had worked at 2 firms and has passed the Series 65, 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
Tim Devlin, Timothy Devlin
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
8 years in the financial services industry
Current & Past Employments
Past
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Current Firm
ABRAMS INSURANCE SOLUTIONS | WEALTH FOR LIFE FINANCIAL SOLUTIONS | WAYPOINT FINANCIAL PLANNING | VERITY WEALTH GROUP INC. | VANTAGE FINANCIAL GROUP | TRIUMPH PLANNING SOLUTIONS LLC | SUSAN N. ECKSTEIN AND ASSOCIATES, LLC | SILVER SUMMIT FINANCIAL | SILVER SPRING FINANCIAL SECURITIES | SIAMO INVESTMENT ADVISORS, INC. | SAGE FINANCIAL NETWORK INC. | RULON FINANCIAL & TAX | PLANNED SECURITY RESOURCES | PARAMOUNT FINANCIAL SERVICES | NORTH AMERICAN FINANCIAL | MONSON CAPITAL ADVISORY | MACMUNN FINANCIAL MANAGEMENT, INC. | LIFEPRO ASSET MANAGEMENT, LLC | LIFEPRO ASSET MANAGEMENT LLC. | LIFEPRO ASSET MANAGEMENT | JMS VISIONARY CONCEPTS INC. | INSIGHT COLLEGE & FINANCIAL SOLUTIONS | HOLTZ INSURANCE SERVICES | FOSS FINANCIAL LLC | FIRST FIDUCIARY ADVISORS | FINANCIAL SOLUTIONS NETWORK | DUCERUS WEALTH STRATEGIES | DIAMOND LIFE PLANNING | CREATIVE WEALTH MANAGEMENT, LLC | CLEARVISION PLANNING | CARUTHERS WEALTH SOLUTIONS | AMERICAN RELIABLE INSURANCE SERVICES, INC
Contact Information
Main Address
11512 El Camino Real Suite 100, San Diego, CA 92130Phone Number
(888) 543-3776# of Employees
42Regulatory Assets Under Management
Total Number of Accounts
1,105AUM (Assets Under Management)
$311,330,551Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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