linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brenton Lloyd Devore

Devore Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brenton? Claim Your Profile

About Brenton Lloyd Devore

Brenton Devore is a financial advisor with over 20 years of experience in the financial industry. He has a Series 3, 7, 65 and 66 license. Brenton is currently registered with DeVore Financial Advisors LLC in California and has previously been registered with Charles Schwab & Co., Inc. and E. D. & F. Man International Inc. Brenton specializes in portfolio management for individuals and provides financial planning services. Brenton also has a full-time job with the City of San Diego as a Police Officer / Sergeant. DeVore Financial Advisors LLC manages $28,067,000 in assets under management.

Firm Information

Brenton Devore is currently registered with Devore Financial Advisors LLC. Devore Financial Advisors LLC is an independent financial advisory firm headquartered in [firm location]. Founded in [year], they specialize in providing personalized financial planning and portfolio management services to individuals and high-net-worth individuals. Their services include developing comprehensive financial plans, managing investment portfolios, and selecting other financial advisors as needed. With over $28 million in regulatory assets under management, Devore Financial Advisors LLC serves approximately 76 clients, including 34 individuals and 13 high-net-worth individuals.

$28.07M

Assets Under Management

13

Total Clients

2

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brenton Devore’s Registration & Firm History

CA

01/01/2025 - Present

Devore Financial Advisors LLC (ESCONDIDO CA)

TX

07/14/2000 - 08/07/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

02/12/1998 - 07/02/1999

E. D. & F. MAN INTERNATIONAL INC. (NEW YORK NY)

Not sure if Brenton Lloyd Devore is right for you?

Licenses & Designations

IA

Issued 01/31/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/11/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/08/1994

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brenton Lloyd Devore.
Not sure if Brenton Lloyd Devore is right for you?