Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Advisor Information
Office location
1770 the Exchange, Suite 220, Atlanta, GA, 30339
Get directionsRegulatory History
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
Phimar owns Blue Clover Financial, LLC, a marketing organization, dedicating a few hours per week. Phimar is also an insurance agent selling life, disability, medical insurance, and annuities, which takes about a quarter of their time. Additionally, Phimar is a partner in Unified Legacy Group, LLC, another marketing organization, and involved in insurance sales, dedicating a few hours per week.