Unclaimed Profile

Timothy Robert Devlin

BENCHMARK FINANCIAL WEALTH ADVISORS LLC·BOCA RATON, Florida

Series 65Clean record11 years registeredBENCHMARK FINANCIAL WEALTH ADVISORS LLC

2351 NW BOCA RATON BLVD., BOCA RATON, FL 33431CRD# 5642729Firm CRD# 287966

Profile Verification

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

Identity

Timothy Robert Devlin · BOCA RATON, FL

Registration

CRD #5642729 · BENCHMARK FINANCIAL WEALTH ADVISORS LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BENCHMARK FINANCIAL WEALTH ADVISORS LLC

PROFESSIONAL PLANNING SERVICES

Jan 2015 – Jul 2017

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 2, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD 287966 · SEC 801-110764

AUM

$549M

Regulatory assets under management

Employees

1,004 client accounts

Services offered by BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BENCHMARK FINANCIAL WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Robert Devlin offer?

Timothy Robert Devlin specializes in Financial Planning, Investment Management.

What are Timothy Robert Devlin's credentials?

Timothy Robert Devlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Robert Devlin located?

Timothy Robert Devlin is based in BOCA RATON, Florida, last registered with BENCHMARK FINANCIAL WEALTH ADVISORS LLC.

How does Timothy Robert Devlin charge for services?

Timothy Robert Devlin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project based fees- research fee for alternatives. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENCHMARK FINANCIAL WEALTH ADVISORS LLC?

BENCHMARK FINANCIAL WEALTH ADVISORS LLC has approximately 10 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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