Wells Fargo Advisors
47yrs
Top 1% by experience in New Jersey
27yrs
Mark Devine
Financial advisor at TD Private Client Wealth
Based in Marlton, New Jersey, Mark Devine is a fiduciary financial advisor with 27 years of industry experience. Mark has been with TD Private Client Wealth since 2025; before that, Mark spent two years at Citigroup Global Markets and six years at LPL Financial. TD Private Client Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets.
One of 392 advisors with offices in Marlton, and one of 353 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 13% by experience at TD Private Client Wealth
Office336 Route 70 West 2nd Floor, Marlton, NJ 08053
How the firm is paid ?Percent of assets
Typical client at the firm ?$270,263
Advisors at the firm531
States licensed ?1 state
Services through TD Private Client Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowTD Private Client Wealth LLCCurrent firm
- Oct 2022 – May 2024Citigroup Global Markets Inc.Previously
- 2016 – 2022LPL Financial LLCPreviously
- Nov 2015 – May 2016HSBC Securities (usa) Inc.Previously
Contact Mark
336 Route 70 West 2nd FloorMarlton, NJ 08053Office · Get directions Firm main line(877) 703-9896Headquarters: TD Private Client Wealth · New York, NY
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call TD Private Client Wealth at (877) 703-9896 and ask for Mark Devine. Mark works from the Marlton, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2000, about 27 years. Top 13% by experience at TD Private Client Wealth.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
TD Private Client Wealth reports being paid by a percentage of the assets they manage. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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