Matthew Devine

Employer firm

Premier Wealth Advisors, LLC CRD 285510

$695M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2010 → 06/2020
  University Of Oregon
  Eugene, OR
• 06/2020 → 10/2024
  Sagepoint Financial, Inc.
  Calabasas, CA
• 09/2023 → 10/2024
  Osaic Wealth, Inc.
  Calabasas, CA
• 11/2024 → Present
  Independent Financial Group, Llc
  San Diego, CA
• 01/2025 → Present
  Premier Wealth Advisors, Llc
  San Diego, CA
• 11/2024 → 01/2025
  Premier Wealth Advisors, Llc
  San Diego, CA
• 07/2019 → 06/2020
  Monarch Wealth & Retirement Strategies
  Calabasas, CA
• 01/2025 → Present
  Premier Wealth Advisors
  San Diego, CA

Previous Registrations

• 2023-09-01 → 2024-10-28
  Osaic Wealth, Inc.
  Calabasas, CA
• 2021-06-14 → 2023-09-01
  Osaic Services, Inc.
  Calabasas, CA

Other Businesses

Independent Financial Group, LLC Investment-related 12671 High Bluff Dr #200 San Diego, CA 92130 Broker Dealer Registered Representative Start date: 01/01/2025 10 hours per month 10 hours per month during trading hours Registered representative for brokerage business PREMIER WEALTH ADVISORS POSITION: Employee NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2025 ADDRESS: 12531 High Bluff Drive #110, San Diego CA 92130, United States DESCRIPTION: Provide advisor support. Help with prepping financial plans and handle client requests.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Designations

• Certified Financial Planner

Other Names

• Matt Devine