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Devin McFarlain

Kestra Investment Services, LLC

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About Devin McFarlain

Devin McFarlain is a financial advisor with Kestra Investment Services, LLC. Devin is registered in Texas and has been in the industry since 2022. Devin holds the Series 7, Series 63 and Series 24 licenses. Devin's current employment is with Kestra Investment Services, LLC, located in Austin, TX, and Devin previously worked with Vanguard Marketing Corporation in Charlotte, NC.

Firm Information

Devin McFarlain is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Devin McFarlain’s Registration & Firm History

TX

04/10/2023 - Present

Kestra Investment Services, LLC (AUSTIN TX)

NC

01/31/2022 - 04/04/2023

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/31/2022

Series 7TO - General Securities Representative Examination

BC

Issued 12/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devin McFarlain.
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