Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devery? Claim Your ProfileDevery Rustin Cagle has been in the financial industry since December 1997. Devery Cagle is currently registered with Belpointe Asset Management LLC. Devery Cagle has experience with American Express Financial Advisors Inc., IDS Life Insurance Company, Wachovia Securities Financial Network, LLC, Securities America, Inc., KESTRA INVESTMENT SERVICES, LLC, D.H. HILL SECURITIES, LLLP and Belpointe Asset Management LLC. Devery Cagle is a Certified Financial Planner and holds the Series 63, Series 65, Series 7 and Series 24 licenses. Devery Cagle specializes in providing financial planning and investment advice to individuals, corporations, and institutions. Devery Cagle is registered in 13 states.
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.
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.
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2
NV
09/22/2021 - Present
Belpointe Asset Management LLC (RENO NV)
SC
09/24/2021 - 10/28/2022
D.H. HILL SECURITIES, LLLP (Greenville SC)
SC
08/17/2012 - 09/23/2021
KESTRA INVESTMENT SERVICES, LLC (GREENVILLE SC)
SC
06/29/2005 - 08/17/2012
SECURITIES AMERICA, INC. (GREENVILLE SC)
MO
04/07/2004 - 07/01/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MN
12/15/1997 - 04/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/15/1997 - 04/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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