Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devonee? Claim Your ProfileDevonee Lynn Quinn is a financial advisor currently registered with Creative Planning. Devonee has been in the financial services industry since March 2008 and is registered to provide investment advice in Colorado and Texas. Devonee specializes in working with high-net-worth individuals, pension plans, and corporations and offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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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CO
08/28/2023 - Present
Creative Planning (Lakewood CO)
IA
Issued 09/09/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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