Devon Gaines, financial advisor Bend OR

Devon Gaines

CRD Number: 5274324
Current Firm: Capstone Wealth Management Group, LLC

Devon Gaines (CRD# 5274324) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Bend, OR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Capstone Wealth Management Group, LLC Bend, OR Aug 2009 - Current 14
Devon A Gaines Cpa Bend, OR Jan 2009 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for Devon A. Gaines
Phone Number: 541-330-0266
Registered State(s):
By the Numbers
  • Total Assets Under Management
    205
    MILLIONS
  • Total Number of Accounts
    713
    ACCOUNTS
  • Average Account Value
    $286,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, NH, NY, OH, OR, TX

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