Michael Devlin (CRD# 2734827) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Portland, OR and has over 27 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Value Added Mortgage Group, LLC | Oregon City, OR | Oct 2019 - Current | 4 |
| Transamerica Financial Advisors, Inc. | Portland, OR | Jan 2012 - Current | 12 |
| Rental Property | Vancouver, WA | Sep 2005 - Current | 18 |
| Devlin Financial Group | Oregon City, OR | Feb 2002 - Current | 22 |
| World Financial Group | Portland, OR | Jun 2001 - Current | 23 |
| Tradewind Properties, LLC | Oregon City, OR | Oct 2008 - Nov 2019 | 11 |
| Westcorp Morrtgage Group, LLC | Tigard, OR | Aug 2018 - Oct 2019 | 1 |
| Sierra Pacific Mortgage | Beaverton, OR | May 2017 - Aug 2018 | 1 |
| Williamette Valley Bank | Turlafin, OR | Oct 2015 - Apr 2018 | 2 |
| Fairway Independent Mortgage Corporation | Lake Oswego, OR | Apr 2015 - Sep 2015 | < 1 |
| Primary Residential Mortgage, Inc. | Lake Oswego, OR | Sep 2014 - Mar 2015 | < 1 |
| Pinnacle Mortgage Bankers | Portland, OR | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- OR
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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