Devonney Thurman (CRD# 6801792) is an Investment Advisor Representative working at Cooper Mcmanus in Walnut Creek, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooper Mcmanus | Irvine, CA | Jan 2024 - Current | < 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | May 2022 - Current | 1 |
| Lindsey & Lindsey Wealth Management | Westlake Village, CA | Feb 2020 - Current | 4 |
| Cambridge Investment Research Inc. | Fairfield, IA | Mar 2020 - Aug 2023 | 3 |
| Premier Financial Search | Agoura Hills, CA | Jun 2019 - Feb 2021 | 1 |
| Lindsey & Lindsey Wealth Management | Westlake Village, CA | Jun 2017 - Jun 2019 | 2 |
| Grand Canyon University | Phoenix, AZ | Aug 2014 - May 2017 | 2 |
| Chick-fil-a | Westlake Village, CA | May 2016 - Aug 2016 | < 1 |
| Bga Premier Insurance | Westlake Village, CA | May 2016 - Jun 2016 | < 1 |
| Friends Of John Mccain | Phoenix, AZ | Jan 2016 - Apr 2016 | < 1 |
| Kostala | Malibu, CA | May 2015 - Sep 2015 | < 1 |
| J-crew | Thousand Oaks, CA | May 2014 - Sep 2014 | < 1 |
| Hillcrest Christian School | Thousand Oaks, CA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
-
Total Assets Under Management1,575MILLIONS
-
Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, AZ, CA, CO, FL, GA, HI, ID, IL, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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