Debra Devoe, financial advisor Chicago IL

Debra Devoe

CRD Number: 2372586
Current Firm: Envestnet Portfolio Solutions, Inc.

Debra Devoe (CRD# 2372586) is an Investment Advisor Representative working at Envestnet Portfolio Solutions, Inc. in Chicago, IL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Envestnet Asset Management Chicago, IL Jan 2014 - Current 10
Envestnet Portfolio Solutions, Inc. Chicago, IL Jan 2014 - Current 10
Portfolio Brokerage Services Chicago, IL Jan 2014 - Dec 2019 5
Finra Reg. Element Content Committee Member Various, IL Jul 2000 - Dec 2018 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Debra J. Devoe
Phone Number: 312-827-2800
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    35,774
    MILLIONS
  • Total Number of Accounts
    178,147
    ACCOUNTS
  • Average Account Value
    $200,809
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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