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Christopher Devine

SOUTHERN OAK CAPITAL, LLC·BIRMINGHAM, Alabama
Clean recordSOUTHERN OAK CAPITAL, LLC
2015 THIRD AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 7316974Firm CRD# 309933

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Devine · BIRMINGHAM, AL
Registration
CRD #7316974 · SOUTHERN OAK CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Devine is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with SOUTHERN OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SOUTHERN OAK CAPITAL, LLC
SOUTHERN OAK CAPITAL, LLC
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUTHERN OAK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7316974
Firm CRD# 309933
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Devine offer?
Christopher Devine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Christopher Devine's credentials?
Christopher Devine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Devine located?
Christopher Devine is based in BIRMINGHAM, Alabama, working with SOUTHERN OAK CAPITAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Christopher Devine charge for services?
Christopher Devine's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN OAK CAPITAL, LLC?
SOUTHERN OAK CAPITAL, LLC has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHERN OAK CAPITAL, LLC

Tonia M Ayers
BIRMINGHAM, AL
Kevin Anthony Price
HOOVER, AL
Stephanie Devine
BIRMINGHAM, AL

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Research
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