Michael Devere, financial advisor San Ramon CA
93 score

Michael Devere

CRD Number: 5572194
Current Firm: Lincoln Financial Advisors Corporation

Michael Devere (CRD# 5572194) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Ramon, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation San Ramon, CA Jun 2017 - Current 1
Mml Investors Services, LLC San Ramon, CA Mar 2017 - Jun 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Jun 2017 < 1
Metlife Securities Inc. Walnut Creek, CA Aug 2011 - Mar 2017 5
Signator Investors Inc. Walnut Creek, CA Jul 2008 - Aug 2011 3
Sungard San Ramon, CA Sep 2003 - May 2008 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2011
S63 Uniform Securities State Law Examination Oct 2008
Contact Info for Michael G. Devere
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    15,326
    MILLIONS
  • Total Number of Accounts
    55,801
    ACCOUNTS
  • Average Account Value
    $274,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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