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Adam Robert Devone

G.w. Sherwold Associates, Inc.

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About Adam Robert Devone

Adam Devone is a registered representative and investment advisor representative with G.W. Sherwold Associates, Inc. in Lake Forest, California. Adam has been in the industry since 1991 and holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination. Adam has a proven track record of helping clients reach their financial goals and offers financial planning, pension consulting, and portfolio management services to individuals and businesses. Adam also works as a sales agent for Benefits Exchange Alliance and as a business consultant for ARD Venture Group.

Firm Information

Adam Devone is currently registered with G.w. Sherwold Associates, Inc.. G.w. Sherwold Associates, Inc. is a Corporation registered with the SEC and in 9 states. Founded in 1994, the firm provides financial planning, pension consulting, and portfolio management services to individuals, pension and profit sharing plans, and corporations/businesses. They have approximately $455 million in regulatory assets under management.
G.w. Sherwold Associates, Inc.

22994 EL TORO RD

LAKE FOREST, CA 92630

$455.36M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Devone’s Registration & Firm History

CA

08/16/2006 - Present

G.w. Sherwold Associates, Inc. (LAKE FOREST CA)

NV

05/24/2002 - 07/11/2006

MICROTRADE NETWORKS, INC. (LAS VEGAS NV)

MN

01/25/1990 - 02/04/2000

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NA

06/25/1987 - 10/31/1988

INTEGRATED RESOURCES EQUITY CORPORATION

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Licenses & Designations

BC

Issued 11/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Adam Robert Devone. Review regulatory record here.
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