Wells Fargo Advisors
39yrs
Top advisor by experience in Chula Vista
22yrs
Edward Stephen Devine III
Financial advisor at Roth Builder Investments
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 72% of advisors in Chula Vista
OfficeChula Vista, CA
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Roth Builder Investments
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jan 2026 – nowRoth Builder InvestmentsCurrent firm
- 2021 – 2025Roth Builder InvestmentsPreviously
- Apr 2016 – Jan 2018Creative PlanningPreviously
- 2014 – 2017Stronghold Financial, LLCPreviously
- May 2007 – Oct 2007Citigroup Global Markets Inc.Previously
- Jun 2006 – May 2007Citicorp Investment ServicesPreviously
- Oct 2005 – May 2006Wamu Investments, Inc.Previously
- Jul 2004 – Oct 2005Ameriprise Financial Services, LLCPreviously
Questions to ask Edward
Tailored to Edward’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Edward
How do I contact Edward?
Call Roth Builder Investments at 619-253-6083 and ask for Edward Stephen Devine III. Edward works from the Chula Vista, CA office.
How long has Edward been a financial advisor?
Edward has been in the industry since 2004, about 22 years. More experience than 72% of advisors in Chula Vista.
What licenses does Edward hold?
Series 66. Tap any license on this page to see what it allows.
Is Edward a fiduciary?
Edward is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Edward paid?
Roth Builder Investments reports being paid by a percentage of the assets they manage. Ask Edward for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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