Garrett Devine (CRD# 3082464) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Beverly Hills, CA and has over 25 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Belpointe Insurance, LLC | Greenwich, CT | Dec 2018 - Current | 5 |
Belpointe Asset Management, LLC | Phoenix, AZ | Dec 2018 - Current | 5 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Dec 2018 | 2 |
Nfp Advisor Services, LLC | Austin, TX | Mar 2014 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- CA
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- 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)
- Educational seminars/workshops
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, ND, 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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