Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Dunagan is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Devon has been in the industry since October 10, 2021. Devon is registered to provide investment advice in Oregon, Idaho and California. Devon has experience with a variety of financial products and services, including: securities, investment company products, and variable contracts. Devon is a graduate of Oregon State University and holds a Series 66, Series 7 and SIE license. In addition to working at Raymond James Financial Services Advisors, Inc., Devon also works at Columbia Wealth Advisors and Umpqua Bank.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OR
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Salem OR)
OR
10/11/2021 - 10/18/2023
CETERA INVESTMENT SERVICES LLC (SALEM OR)
BOTH
Issued 12/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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