Olga Devalue (CRD# 1743082) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has 1 year of experience in the finance industry. Olga Devalue 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.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boston Private Wealth LLC | Palm Beach Gardens, FL | Feb 2021 - Current | 3 |
| The Prudential Insurance Company Of America | Port St. Lucie, FL | May 2018 - Jan 2021 | 2 |
| Pruco Securities, LLC | Port St. Lucie, FL | May 2018 - Jan 2021 | 2 |
| Mml Investors Services, LLC | West Palm Beach, FL | Mar 2017 - May 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2018 | 1 |
| Metlife Securities Inc. | Orlando, FL | Apr 2012 - Jul 2016 | 4 |
- FL
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Total Assets Under Management6,630MILLIONS
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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