RR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
79 clients
Average Client Portfolio
$100K average
Assets Under Management
$7.9M
Fee Structure
Devin Alphin receives additional compensation and commissions on the insurance he sells and for his role as a financial advisor with Capitalwize, LLC. He does not receive any performance-based fees.
Loading...
Advisor Information
Office location
1770 the Exchange, Suite 220, Atlanta, GA, 30339
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Royce owns EIAT Wealth Management, an insurance brokerage, and spends nearly full-time managing agents there. Royce also works as a real estate agent, assisting buyers and sellers with residential properties for a few hours per week.
Employment History
Current Registrations
Pr Squared Wealth Management LLC
July 2020 - Present · 5 yrs 6 mos
Previous Registrations
Ameritas Advisory Services
December 2019 - August 2020 · 8 mos
Ameritas Investment Company, LLCBroker
July 2019 - August 2020 · 1 yr 1 mo
Madison Avenue Securities, LLC
August 2015 - March 2018 · 2 yrs 7 mos
Madison Avenue Securities, LLC Broker
August 2015 - March 2018 · 2 yrs 7 mos
Metlife Securities INC.Broker
May 2014 - October 2014 · 5 mos
Waddell & Reed, INC.
November 2011 - August 2012 · 9 mos
Waddell & Reed, INC.Broker
July 2011 - August 2012 · 1 yr 1 mo
American Express Financial Advisors INC. Broker
November 1999 - January 2000 · 2 mos
Ids Life Insurance CompanyBroker
November 1999 - January 2000 · 2 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.