Connor McDevitt (CRD# 6164057) is an Investment Advisor Representative working at Innovia Wealth, LLC in Grand Rapids, MI and has over 11 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovia Wealth, Llc (formerly Strategies Wealth Advisors, Llc) | Grand Rapids, MI | Feb 2023 - Current | 1 |
| Strategies Wealth Advisors, LLC | Grand Rapids, MI | Jun 2022 - Feb 2023 | < 1 |
| Ep Weath Advisors | Torrance, CA | Feb 2019 - May 2022 | 3 |
| Unemployed | Los Angeles, CA | May 2018 - Feb 2019 | < 1 |
| Sentry Insurance | Burbank, CA | Feb 2016 - May 2018 | 2 |
| Lincoln Financial Distributors | Radnor, PA | Feb 2013 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management2,045MILLIONS
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Total Number of Accounts3,002ACCOUNTS
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Average Account Value$681,113
- 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
- Other
AL, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, OH, OR, PA, TX, VA, WA, WI
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