Devon Francis, financial advisor Windsor CT

Devon Francis

CRD Number: 4596139
Current Firm: Fiducient Advisors LLC

Devon Francis (CRD# 4596139) is an Investment Advisor Representative working at Fiducient Advisors LLC in Windsor, CT and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Dimeo Schneider & Associates LLC Chicago, IL Jan 2021 - Current 3
Fiduciary Investment Advisors, LLC Windsor, CT Jun 2006 - Dec 2020 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Devon C. Francis
Phone Number: 312-853-1000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    40,021
    MILLIONS
  • Total Number of Accounts
    1,061
    ACCOUNTS
  • Average Account Value
    $37,719,861
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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