Benjamin Paul Devine

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 08/2006 → 03/2020
  Ameriprise Financial Services, Inc.
  Centerville, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Ashburn, VA

Other Businesses

Business Ownership; JBRC Companies LLC; ; Business entity to enter into contracts for business related expeneses.; 4000 Legato Rd Ste 1100 Fairfax, VA, ,; ; ; 1 to 9 hours per month; . Other Business Activities; Solar Panels; I have solar panels installed on my roof. Every Kilowatt my panels produce, I get an SREC. When I get an SREC, it is then sold and I receive the proceeds.; 21435 Mont Blanc Pl, , Broadlands, VA, 20148; Not Investment-Related; 04/01/2024; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-05