Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
10 years
Location
Chehalis, WA
Equitable Advisors
Institution
Devin Sume is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked for AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Chehalis, WA
Chehalis WA
Advisors at this office
1
Washington
10 years of industry experience
Equitable Advisors
2016 - Present • 10 years
New York, NY
AXA Advisors,LLC
2016 - 2020 • 4 years
New York, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Noah May is a financial advisor at Benjamin F. Edwards & Company, Inc. with two years of industry experience. He previously worked at Stifel Independent Advisors and has held roles outside finance, including at Montclair Swim Club and Sunset Hills Country Club. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized strategies and maintains in-house trading and custody services through its clearing relationship with Pershing.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Trina Whitten is a financial advisor at Benjamin F. Edwards & Company, Inc. with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Stifel Independent Advisors. Whitten serves as Vice Chair and Treasurer on the board of CASA of Douglas County, a nonprofit supporting children in the foster system. Benjamin F. Edwards & Company provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining active and passive management with ongoing due diligence and portfolio monitoring.
Series 65, Series 63
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Laura Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. She is the owner of Columbia Crest Financial Advisors, a financial advising firm in Chehalis, WA. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of investment strategies, including model-based and customized portfolios, and combines financial planning with ongoing portfolio monitoring and rebalancing.
Series 66
Chehalis, WA
Benjamin F. Edwards & Company, Inc.
Silas Newkirk is a financial advisor at Benjamin F. Edwards & Company, Inc. with six years of industry experience. He previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors and has a background at Ritchie Bros. Auctioneers. Outside of financial advising, Silas teaches Taekwondo classes at Centralia College. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies, combining in-house trading capabilities with third-party management and various advisory services.
Series 63, Series 65
Chehalis, WA
Cetera
Donald Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Weststar Financial, where he also serves in a supervisory capacity. Outside of his advisory work, Wilson is active with Rotary International as a local board vice president, participates as an elected board member of the Lewis County Tennis Association, and performs as a musician at various community events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning services, and access to third-party managers across various program structures and custodial relationships.
Series 66
Chehalis, WA
Raymond James & Associates
Kashif Khan is a financial advisor with Raymond James & Associates in Chehalis, Washington, holding a Series 66 designation and eight years of industry experience. He has been with Raymond James since 2017 and previously worked at I-5 Toyota. Khan serves as a board director for the Visiting Nurses Foundation, where he assists with fundraising for local home health and hospice care. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.
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