Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Garofalo is a financial advisor at Colonial River Wealth Management LLC with over 18 years of experience in the financial services industry. Devin holds Series 6, 7, 24, 63, and 65 licenses, and has a strong track record of providing comprehensive financial planning and investment management services to individuals and businesses. Devin's commitment to building strong client relationships and providing personalized financial solutions has earned him a reputation as a trusted advisor. Devin is also a licensed insurance agent and provides a range of insurance products and services to clients. In addition to his work with Colonial River Wealth Management LLC, Devin is the owner of Colonial River Investments LLC, an independent investment advisor firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
10/28/2016 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
VA
07/12/2013 - 10/28/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (NEWPORT NEWS VA)
VA
06/02/2010 - 07/25/2013
LPL FINANCIAL LLC (GLEN ALLEN VA)
VA
07/27/2009 - 06/07/2010
NEXT FINANCIAL GROUP, INC. (GLEN ALLEN VA)
VA
02/05/2007 - 08/04/2009
LPL FINANCIAL CORPORATION (GLEN ALLEN VA)
VA
12/19/2005 - 02/15/2007
ROYAL ALLIANCE ASSOCIATES, INC. (RICHMOND VA)
VA
11/04/2004 - 01/17/2006
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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