SD
CFP · ChFC
SD
CFP · ChFC

Stephen Devlin

6 Years of Experience
Newark, DE
BrokerSells Insurance

Stephen Devlin is a CFP, ChFC-designated registered investment advisor, based in Newark, DE, with 6 years of industry experience.

Location

900 Prides Crossing, Newark, DE, 19713

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Stephen is an agent/broker selling fixed insurance products since 2019, dedicating a few hours per week. He is also a board member of his homeowner's association, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
October 2019 - August 2023 · 3 yrs 10 mos
Securian Financial Services, INC.Broker
August 2019 - August 2023 · 4 yrs
State Registrations10 states
DCDEFLGAMDNJOHPATXVA
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.
Stephen Devlin - Financial Advisor | TrueAdvisor