Steven
Devlin
Principal Securities, Inc
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About this Advisor
Steven Devlin is a financial advisor working in Powell, Ohio, with a total of 15 years of industry experience. Devlin is an employee of Principal Securities, Inc. Devlin has gained experience at Principal Life Insurance Company, Princor Financial Services Corporation, Dostal & Kirk, Inc Insurance & Financial Services, Residently Speaking and Principal Securities Inc. Devlin maintains a Series 63 license, certifying them as a securities broker, and can operate in Ohio and Texas. Principal Securities, Inc is a registered investment business operating out of Des Moines, IA. The company has offices in 350 locations and a total of 1,430 people on staff. It controls $9 billion in total assets between its 46,075 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 34 charities and foundations. Of its 46,075 customer accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets. Principal Securities, Inc offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial management typically vary depending on the financial services offered. However, fees billed by Principal Securities, Inc likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Securities, Inc Brokerage Details
$9,416,854,861
1,430
46,075
$204,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Steven Devlin Work History
Steven has been registered as a financial advisor for 15 years.*
Residently Speaking
Principal Securities Inc
Dostal & Kirk, Inc Insurance & Financial Services
Principal Life Insurance Company
Princor Financial Services Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Devlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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