Michael Richard Devlin
Investment adviser representative at Transamerica Financial Advisors, LLC
25 yearsExperience
1 stateRegistered in
$2.1BFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Value Added Mortgage Group, LLCOct 2019 to now
- Transamerica Financial Advisors, IncJan 2012 to now
- Rental PropertySep 2005 to now
- Devlin Financial GroupFeb 2002 to now
- World Financial GroupJun 2001 to now
- Westcorp Morrtgage Group, LLCAug 2018 to Oct 2019
- Sierra Pacific MortgageMay 2017 to Aug 2018
- Williamette Valley BankOct 2015 to Apr 2018
- Tradewind Properties, LLCOct 2008 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (OR).
Transamerica Financial Advisors, LLC
$2.1BAssets managed
42,735Clients
1,121Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2734827
- Firm CRD
- 16164