Barbara DevineCRD Number: 1428298
Current Firm: Bdo Wealth Advisors, LLC
Barbara Devine (CRD# 1428298) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Denver, CO and has over 15 years of experience in the finance industry.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Bdo Wealth Advisors, LLC||Denver, CO||Dec 2020 - Current||1|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2012 - Current||10|
|Cosyntris Advisory Network, LLC||Denver, CO||Oct 2013 - Nov 2020||7|
|Sentinel Capital||Denver, CO||Sep 2012 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management2,803MILLIONS
Total Number of Accounts3,813ACCOUNTS
Average Account Value$735,098
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA
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