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John Patrick Devine

Truist Advisory Services, Inc.

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About John Patrick Devine

John Patrick Devine is an investment advisor representative with Truist Advisory Services, Inc. John has been in the industry for over 30 years and has held various roles at different financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated and Wells Fargo Clearing Services, LLC. John is licensed to provide investment advice in Virginia. He specializes in providing financial planning, portfolio management, and selection of other advisors. John is committed to helping clients achieve their financial goals.

Firm Information

John Devine is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Devine’s Registration & Firm History

VA

07/05/2022 - Present

Truist Advisory Services, Inc. (MCLEAN VA)

MO

05/08/2021 - 07/21/2021

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

VA

05/24/2013 - 01/08/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCLEAN VA)

NA

01/15/1992 - 01/14/1995

SIGNET FINANCIAL SERVICES,INC.

NJ

03/16/1989 - 12/24/1991

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

CT

10/03/1988 - 03/20/1989

DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)

NA

02/17/1988 - 10/04/1988

DOMINICK & DOMINICK, INCORPORATED

NA

07/22/1987 - 02/24/1988

BLINDER, ROBINSON & CO., INC.

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Licenses & Designations

IA

Issued 06/09/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/05/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/12/1993

Series 24 - General Securities Principal Examination

BC

Issued 05/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2021

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Patrick Devine.
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