Devon Francis, financial advisor Windsor CT
90 score

Devon Francis

CRD Number: 4596139
Current Firm: Fiduciary Investment Advisors, LLC

Devon Francis (CRD# 4596139) is an Investment Advisor Representative working at Fiduciary Investment Advisors, LLC in Windsor, CT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fiduciary Investment Advisors, LLC Windsor, CT Jun 2006 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Devon C. Francis
Phone Number: 866-466-9412
Firm Website: http://www.fiallc.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $5,017,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

CT, MA, ME, NH, NJ, NY, PA, RI, TX, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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