DL
CFP · ChFC
DL
CFP · ChFC

Devin Loughlin

17 Years of Experience
Tukwila, WA
BrokerSells Insurance

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. 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

6840 Fort Dent Way, Suite 160, Tukwila, WA, 98188

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History

Regulatory History
Clean regulatory record

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

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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
November 2015 - Present · 10 yrs 10 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 10 mos
Raymond James Financial Services, INC.
November 2015 - Present · 10 yrs 10 mos
Previous Registrations
Metlife Securities INC.
February 2009 - November 2015 · 6 yrs 9 mos
Metlife Securities INC.Broker
January 2009 - November 2015 · 6 yrs 10 mos
State Registrations9 states
AZCACOKSNYORTXWAWI
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.