Devan Fox, financial advisor Danville IL

Devan Fox

CRD Number: 6292929
Current Firm: J. W. Cole Advisors, Inc.

Devan Fox (CRD# 6292929) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Danville, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Apr 2018 - Current 6
J.w. Cole Advisors, Inc. Tampa, FL Apr 2018 - Current 6
Cuna Mutual Group Waverly, IA Apr 2017 - Feb 2018 < 1
Cuna Brokerage Services, Inc. Waverly, IA Apr 2017 - Feb 2018 < 1
Cetera Advisor Networks LLC El Segundo, CA Mar 2014 - Feb 2017 2
Turtle Run Banquet Center Danville, IL May 2007 - May 2015 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Jul 2014
Contact Info for Devan L. Fox
Phone Number: (813) 935-6776
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,736
    MILLIONS
  • Total Number of Accounts
    25,612
    ACCOUNTS
  • Average Account Value
    $223,952
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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