Kenneth DevoreCRD Number: 1414451
Current Firm: Sagepoint Financial, Inc.
Kenneth Devore (CRD# 1414451) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Reno, NV and has over 32 years of experience in the finance industry. Kenneth Devore 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.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Sagepoint Financial, Inc.||Reno, NV||Jan 2009 - Current||8|
|Allied Underwriters Ltd.||Reno, NV||May 1983 - Current||34|
|Aig Financial Advisors, Inc.||Phoenix, AZ||Oct 2005 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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)
- Educational seminars/workshops