Devlin D. Root
Professional summary
Devlin Douglas Root is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Saint Johns, Florida and FIRST COMMAND BROKERAGE SERVICES, INC. located in Saint Augustine, Florida.
Devlin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Devlin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Devlin Douglas Root's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 2020 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 175 Hampton Point Dr Suite 2, Saint Augustine, FL 32092January 9, 2020 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 175 Hampton Point Dr, Suite 2, Saint Augustine, FL 32092Primary Firm SEC Registration
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/12/2020)
(3/18/2020)
(8/12/2020)
(9/14/2023)
(7/15/2020)
(1/3/2023)
Exams
Series 7TO
Date: 1/9/2020
General Securities Representative ExaminationFINRA
Current Firm
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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