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DP

Devin M. Paine

PALOUSE CAPITAL MANAGEMENT
Spokane, WA 99201
Some features on this profile are disabled
CRD#: 7348802
DP

Professional summary

Devin Matthew Paine is a registered financial advisor currently at PALOUSE CAPITAL MANAGEMENT, INC. located in Spokane, Washington.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Devin has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The Success Promise, LLC., Investment related, Nutley, NJ 07110, business purposes, Owner, 07/2013 to Present, Legal entity formed solely for business purposes. Life insurance licensure - Washington 2/5/2021-4/8/2026, Idaho 2/11/2021-4/30/2027, Oregon 3/3/2021-4/30/2027.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Matthew Paine's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 2, 2025 - Present

PALOUSE CAPITAL MANAGEMENT, INC.

Office #1: 1212 N Washington Street Suite 300, Spokane, WA 99201
RIA
CRD#: 104573
Spokane, WA
Past

August 26, 2021 - October 6, 2025

PFS INVESTMENTS INC.

RIA
CRD#: 10111
LIBERTY LAKE, WA
Past

April 2, 2021 - October 6, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
LIBERTY LAKE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Washington
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/21/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 4/2/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/3/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/29/2021
Investment Company Products/Variable Contracts Principal Examination

Current Firm

PC
PALOUSE CAPITAL MANAGEMENT, INC.
KEN ROBERTS INVESTMENT MANAGEMENT, INC. | PALOUSE CAPITAL MANAGEMENT, INC. | PALOUSE CAPITAL ADVISORS

CRD#: 104573 / SEC#: 801-46893

RIA
Registered Investment Advisory firm - (6/30/1994 Approved)
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Contact information

Main Address
1212 N Washington Street Suite 300, Spokane, WA 99201
Mailing Address
Phone number
(509) 624-5591
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCM ADV 2A-KREHBIEL (3/31/2025)
PCM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts892
AUM (Assets Under Management)$ 326,533,888

Red Flags

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.

Company Information

PALOUSE CAPITAL MANAGEMENT, INC.

CRD#: 104573Spokane, WA 99201

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