Devery Cagle, financial advisor Reno NV

Devery Cagle

CRD Number: 2981159
Current Firm: Belpointe Asset Management LLC

Devery Cagle (CRD# 2981159) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 26 years of experience in the finance industry. Devery Cagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Metric Financial, LLC Atlanta, GA Sep 2022 - Current 1
Belpointe Asset Management, LLC Reno, NV Sep 2021 - Current 2
D.h. Hill Securities, Lllp Kingwood, TX Sep 2021 - Sep 2022 1
Kestra Investment Services, LLC Greenville, SC Apr 2016 - Sep 2021 5
Kestra Advisory Services, LLC Greenville, SC Apr 2016 - Sep 2021 5
Nfp Securities, Inc. Austin, TX Aug 2012 - Apr 2016 3
Drcfn, Inc. D/b/a Ase Wealth Advisors, Inc. Greenville, SC Jun 2005 - Apr 2016 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Apr 2004
Disclosure Information

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
Contact Info for Devery R. Cagle
Phone Number: 2036293300
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    3,855
    MILLIONS
  • Total Number of Accounts
    16,063
    ACCOUNTS
  • Average Account Value
    $240,011
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 pooled investment vehicles (other than investment companies)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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