Ted Devoe, financial advisor Aurora CO

Ted Devoe

CRD Number: 4776346
Current Firm: Millennium Portfolio Advisors

Ted Devoe (CRD# 4776346) is an Investment Advisor Representative working at Millennium Portfolio Advisors in Aurora, CO and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Millennium Portfolio Advisors Aurora, CO Oct 2005 - Current 18
Fiduciary Counsel Inc. Aurora, CO Sep 2005 - Current 18
T. Robert Devoe, Cpa Aurora, CO Jul 1980 - Current 43
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Ted R. Devoe
Phone Number: 720-253-4524
Registered State(s):
  • CO
  • TX
Current Firm Details
Millennium Portfolio Advisors
Firm's CRD Number: 137124
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    157
    ACCOUNTS
  • Average Account Value
    $224,963
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, TX

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