Devin Anthony Palmese

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2013 → 10/2016
  Lincoln Financial Advisors
  Midlothian, VA
• 10/2016 → 10/2024
  Lpl Financial, Llc
  Midlothian, VA
• 10/2016 → 10/2020
  Colonial River Investments, Llc
  Midlothian, VA
• 10/2020 → 10/2024
  Wealthcare Advisory Partners, Llc
  Midlothian, VA
• 10/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2020-11-02 → 2024-10-21
  Wealthcare Advisory Partners Llc
  West Chester, PA
  Midlothian, VA
• 2016-10-28 → 2020-11-02
  Colonial River Wealth Management Llc
  Midlothian, VA
• 2015-06-15 → 2016-11-01
  Osaic Fa, Inc.
  Newport News, VA
  Richmond, VA
  Richmond, VA
  Glen Allen, VA
  Virginia Beach, VA
  Richmond, VA
  Midlothian, VA

Other Businesses

1) PALMESE FINANCIAL LLC, 1 PARK WEST CIRCLE SUITE 306L MIDLOTHIAN VA, 11/2019, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 40 HR/MO 1 HR/MO TRADING 2) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 09/2024, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  2013-06-07