Fred Devries, financial advisor Boca Raton FL
90 score

Fred Devries

CRD Number: 5893627
Current Firm: Securian Financial Services, Inc.

Fred Devries (CRD# 5893627) is an Investment Advisor Representative working at Securian Financial Services, Inc. in Boca Raton, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Securian Financial Services Inc. St. Paul, MN Nov 2012 - Current 4
Minnesota Life St. Paul, MN Nov 2012 - Current 4
Evershore Financial Group Boca Raton, FL Nov 2012 - Current 4
Fdv Consulting Boca Raton, FL Jun 2012 - Sep 2012 < 1
Morgan Stanley Smith Barney Boca Raton, FL May 2011 - May 2012 1
Digital Records Inc. Delray Beach, FL Jan 2010 - Apr 2011 1
Maycomm Technical Services Miramar, FL Jul 2004 - Dec 2009 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Fred Devries
Phone Number: 651-665-5609
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,627
    MILLIONS
  • Total Number of Accounts
    29,442
    ACCOUNTS
  • Average Account Value
    $225,095
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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