Charles Devoe (CRD# 6658503) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Austin, TX and has over 7 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Austin, TX | May 2022 - Current | 2 |
| Steward Partners Global Advisory, LLC | Austin, TX | Jul 2019 - Current | 4 |
| Steward Partners Investment Advisory, LLC | Austin, TX | Jul 2019 - Current | 4 |
| Raymond James Financial Services, Inc. | Austin, TX | Jul 2019 - May 2022 | 2 |
| Bank Of America, N.a. | Austin, TX | Oct 2016 - Jul 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin, TX | May 2016 - Jul 2019 | 3 |
| National Life Group | Austin, TX | Jan 2016 - May 2016 | < 1 |
| Massmutual | Dallas, TX | Mar 2015 - Jan 2016 | < 1 |
| Zoho Corporation | Austin, TX | Jul 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- LA
- TX
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Total Assets Under Management15,388MILLIONS
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Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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