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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devin? Claim Your ProfileDevin Duffy Cruise is an investment advisor representative with Aspiriant, LLC. Devin has been in the industry since 2005. Devin has a Series 7, Series 9, Series 10, and Series 66 license. Devin has been registered with Aspiriant, LLC since 2016. Devin has been registered in California and Texas since 2016 and 2021, respectively. Devin is a registered investment advisor representative with Aspiriant, LLC and can provide financial planning, portfolio management, and other services to clients in California and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
03/10/2021 - Present
Aspiriant, LLC (Los Angeles CA)
AZ
02/06/2008 - 12/13/2013
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
09/05/2005 - 01/23/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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