Devona Benavidez (CRD# 5523338) is an Investment Advisor Representative working at Wells Fargo Advisors in Albuquerque, NM and has over 15 years of experience in the finance industry. Devona Benavidez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4939910
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6343481
The H Group, Inc.
CRD# 2376474
Cuso Financial Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Albuquerque, NM | Apr 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Albuquerque, NM | Apr 2024 - Current | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Albuquerque, NM | Jun 2017 - Apr 2024 | 6 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Jan 2015 - Jun 2017 | 2 |
| Morgan Stanley Smith Barney | Albuquerque, NM | Jun 2009 - Jun 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NM
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
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