Devin Loughlin
Devin Loughlin is a CFP, ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tukwila, WA, with 17 years of industry experience. Devin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
6840 Fort Dent Way, Suite 160, Tukwila, WA, 98188
Get directionsHistory
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 ActivitiesSells Insurance
Devin is acting as a trustee and executor for his deceased uncle's estate, dedicating a few hours per week to this task. Devin is also an owner of Mainspring Wealth Advisors LLC, where he advises clients on financial planning, including investment management and insurance sales, though he spends minimal time on ownership duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations12 states
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
More Advisors
- Andrew RodgersRaymond James Financial Services Advisors, INC
- Brenda Huber, CFPLPL Financial LLC
- Phillip Ussery, CFPEdward Jones
- Curtis Nagai, CFPCommonwealth Financial Network
- Brian Frederick, CFPMainspring Wealth Advisors
- Tinh Vu, CFP, ChFCOsaic Wealth, INC.