Ann Devine is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eufaula, AL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

218 E. Broad Street, Eufaula, AL, 36027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ann operates under the DBA Trustmark Financial Services in Eufaula, AL, since 2013.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 1 yr
Raymond James Financial Services Advisors, INC
September 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLCBroker
August 2013 - September 2025 · 12 yrs 1 mo
LPL Financial LLC
August 2013 - September 2025 · 12 yrs 1 mo
Sterne Agee Investment Advisors, INC.
January 2008 - August 2013 · 5 yrs 7 mos
Sterne Agee Financial Services, INC.Broker
January 2008 - August 2013 · 5 yrs 7 mos
Nbc Securities, INC.
May 2004 - January 2008 · 3 yrs 8 mos
Nbc Securities, INC.Broker
January 2004 - January 2008 · 4 yrs
Sal Financial Services, INC.Broker
April 2002 - January 2004 · 1 yr 9 mos
Sterne Agee Capital Markets, INC.Broker
February 2002 - April 2002 · 2 mos
Capital Investment Group, INC.Broker
October 2000 - January 2001 · 3 mos
State Registrations13 states
ALDEFLGAKSMDMINCNHOHSCTXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ann Devine - Financial Advisor | TrueAdvisor