Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devan? Claim Your ProfileDevan White is a financial advisor who has been in the industry since April 2014. Devan holds Series 7 and 66 securities licenses and is a Certified Financial Planner. Devan is currently registered with Wealth Enhancement Advisory Services, LLC and has been since March 2020. Prior to that, Devan worked with BPU Investment Management Inc. from April 2014 until March 2020. Devan is registered in 17 states and specializes in helping individuals, businesses, charitable organizations, and pension plans. Devan's firm, Wealth Enhancement Advisory Services, LLC, manages over $72 billion in assets for their clients and specializes in providing financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
03/02/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
PA
04/24/2014 - 03/06/2020
BPU INVESTMENT MANAGEMENT INC. (UNIONTOWN PA)
BOTH
Issued 06/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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