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Spencer S

CFA®, Series 65

Spokane, WA

Advisory Solutions Group

Spencer Shelman is a CFA® charterholder with 16 years of industry experience. He currently serves as an advisor at Advisory Solutions Group and previously worked for Palouse Capital Management, Inc. for 11 years. Advisory Solutions Group, operating as FocusPoint Solutions, serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a mix of quantitative, momentum, and fundamental analysis to construct diversified portfolios and supports RIAs with asset allocation, model implementation, and account administration.

Options & derivatives strategies Passive / index investing Active portfolio management
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Devin P

Series 63, Series 65

Spokane, WA

Advisory Solutions Group

Devin Paine is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at Wealth Enhancement Group, Palouse Capital Management, PFS Investments Inc., Primerica Financial Services, and a prior career at Intel. He is also the owner of The Success Promise, LLC, a business entity established for investment-related purposes. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm employs diversified portfolios using quantitative, momentum, and fundamental analysis and supports RIAs with model implementation, account administration, and management of external retirement assets.

Options & derivatives strategies Passive / index investing Active portfolio management
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