Robert Francis Devine

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Massmutual Life Insurance Company
  Jacksonville, FL
• 10/2009 → Present
  Mml Investors Services, Llc
  Jacksonville, FL

Previous Registrations

• 2004-01-28 → 2009-10-02
  Equity Services, Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1)NAME: CAPTAIN HOLDING, LLC INV REL: Y ADDR: 6817 SOUTHPOINT PKWY UNIT 804 JACKSONVILLE FL 32216 NATURE: LLC POSITION: MANAGING MEMBER START: 05/05/21 NO HRS/MO: 2 NO HRS/MO DUR SEC TRADING: 0 DESCRIBE DUTIES: 50/50 OWNER WITH MY BUSINESS PARTNER. I OVERSEE AND REQUIRED ADMINISTRATIVE DUTIES. (2)NAME: BNI MONEY TREE INV REL: Y ADDR: 7235 BENTLEY RD JACKSONVILLE FL 32256 NATURE: NETWORKING ORGANIZATION POSITION: SECRETARY TREASURER START: 10/1/2022 NO HRS/MO: 5 NO HRS/MO DUR SEC TRADING: 1 DESCRIBE DUTIES: COLLECT ROOM DUES FROM MEMBERS, PAY MONTHLY ROOM RENTAL, WRITE CHECKS FOR VARIOUS ITEMS, COMPLETE MONTHLY RECONCILIATIONS OF BANK ACCOUNT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-02
• S63 Uniform Securities Agent State Law Examination
  2003-06-26

Designations

• Certified Financial Planner