Brenton Devore (CRD# 2508056) is an Investment Advisor Representative working at Devore Financial Advisors LLC in San Marcos, CA and has over 23 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
CRD# 1563615
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Devore Financial Advisors LLC | San Marcos, CA | Oct 2019 - Current | 4 |
| City Of San Diego | San Diego, CA | Jul 2009 - Current | 14 |
| Devore Financial Advisors | Oceanside, CA | May 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2020 |
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- CA
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Total Assets Under Management28MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$369,303
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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