Edward Devine is a CFP-designated registered investment advisor at Roth Builder Investments, based in Chula Vista, CA, with 11 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Location
Chula Vista, CA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Edward is the Founder/CEO at Rothbuilder Holdings Inc., dedicating about half of his time to this role.
Employment History
Current Registrations
Roth Builder Investments
Previous Registrations
Roth Builder Investments
Creative Planning
Stronghold Financial, LLC
Citigroup Global Markets INC.
Citicorp Investment Services
Wm Financial Services, INC.
Ameriprise Financial Services, INC.
State Registrations1 state
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