Michael
Devlin
Transamerica Financial Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Devlin is a financial advisor working in Portland, Oregon with a total of 11 years of relevant experience. Devlin currently works for Transamerica Financial Advisors, Inc. During their career, the advisor has held roles at World Financial Group, Devlin Financial Group, Rental Property, Transamerica Financial Advisors, Inc, Wealthbridge Residential Mortgage, Eng Lending, Sierra Pacific Mortgage, Westcorp Morrtgage Group, LLC, Value Added Mortgage Group, LLC, Pinnacle Mortgage Bankers, Primary Residential Mortgage, Inc, Fairway Independent Mortgage Corporation, Williamette Valley Bank and Tradewind Properties, LLC. Devlin has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Transamerica Financial Advisors, Inc is a registered investment company that has its headquarters in Saint Petersburg, FL. It has offices in 286 locations and a total of 1,235 advisors. It controls $2 billion in assets between its 59,659 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 18 charitable organizations. Of its 59,659 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in investable assets. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on the type of financial services offered. However, fees charged by Transamerica Financial Advisors, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Transamerica Financial Advisors, Inc Brokerage Details
$1,815,425,709
1,235
59,659
$30,430
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Michael Devlin Work History
Michael has been registered as a financial advisor for 11 years.*
Value Added Mortgage Group, LLC
Transamerica Financial Advisors, Inc
Rental Property
Devlin Financial Group
World Financial Group
Westcorp Morrtgage Group, LLC
Sierra Pacific Mortgage
Fairway Independent Mortgage Corporation
Williamette Valley Bank
Pinnacle Mortgage Bankers
Primary Residential Mortgage, Inc
Eng Lending
Wealthbridge Residential Mortgage
Tradewind Properties, LLC
*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 Michael Devlin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Transamerica Financial Advisors, Inc
Irvine, CA
Bellevue, WA
Plano, TX
Braintree, MA
Plano, TX
San Jose, CA
Woodland Hills, CA
Bridgeport, MI
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
