Unclaimed Profile

Stephanie Devine

SOUTHERN OAK CAPITAL, LLC·BIRMINGHAM, Alabama

Clean recordSOUTHERN OAK CAPITAL, LLC

2015 THIRD AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 7525648Firm CRD# 309933

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephanie Devine · BIRMINGHAM, AL

Registration

CRD #7525648 · SOUTHERN OAK CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephanie 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.

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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Firm Overview

Firm

SOUTHERN OAK CAPITAL, LLC

AUM

$53M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SOUTHERN OAK CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7525648

Firm CRD# 309933

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephanie Devine offer?

Stephanie Devine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.

What are Stephanie Devine's credentials?

Stephanie Devine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie Devine located?

Stephanie 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 Stephanie Devine charge for services?

Stephanie 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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