Insight Advisors
46yrs
Top advisor by experience in Newtown
27yrs
Richard Devlin has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Newtown, Pennsylvania. After five years at Citigroup Global Markets, Richard joined Wells Fargo Advisors in 2007, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 192 advisors with offices in Newtown, and one of 171 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office2901 S Eagle Rd, Newtown, PA 18940
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
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
- 2007 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2002 – 2007Citigroup Global Markets Inc.Previously
Contact Richard
Local office(215) 968-9376Ask for Richard. (314) 875-3000Main office · St. Louis, MO 2901 S Eagle RdNewtown, PA 18940Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Richard
Tailored to Richard’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 Richard
How do I contact Richard?
Call Richard’s local office at (215) 968-9376 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Richard Devlin.
How long has Richard been a financial advisor?
Richard has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Richard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Richard 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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