Michael Devere, financial advisor San Ramon CA

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 15 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Lincoln Financial Advisors Corporation San Ramon, CA Jun 2017 - Current 6
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
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Michael G. Devere
Phone Number: 800-237-3813
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
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, 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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