D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
3yrs
Frank DeVito
Financial advisor at Principal Securities
Frank DeVito is a fiduciary financial advisor in Roseville, California, with 3 years in the industry. Frank joined Principal Securities in 2026, after three years at Edward Jones. Principal Securities offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 644 advisors with offices in Roseville, and one of 607 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2998 Douglas Blvd Suite 330, Roseville, CA 95661
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?1 state
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – nowPrincipal Securities, Inc.Current firm
- 2023 – 2026Edward JonesPreviously
Contact Frank
(888) 774-6267Firm headquarters in Des Moines, IA. Ask for Frank. 2998 Douglas Blvd Suite 330Roseville, CA 95661Office · Get directions X (Twitter) pagePrincipal Securities
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Frank
Tailored to Frank’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Frank
How do I contact Frank?
Call Principal Securities at (888) 774-6267 and ask for Frank DeVito. Frank works from the Roseville, CA office.
How long has Frank been a financial advisor?
Frank has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Frank hold?
Series 66. Tap any license on this page to see what it allows.
Is Frank a fiduciary?
Frank is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Frank paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Frank 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.
Other advisors nearby
D.A. Davidson & Co.
46yrs
Top 1% by experience in Roseville
Ameritas Advisory Services
46yrs
Top 1% by experience in California
Robert W. Baird & Co.
46yrs
Top 1% by experience in California
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in Roseville
D.A. Davidson & Co.
44yrs
Top 1% by experience in Roseville