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Devonney Lane gebo Thurman

McManus Cooper

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About Devonney Lane gebo Thurman

Devonney Lane gebo Thurman is an investment advisor representative registered with McManus Cooper. Devonney has been in the industry since May 2022. Devonney is registered to provide investment advisory services in California. Devonney works with clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Devonney's firm McManus Cooper is based in Irvine, California.

Firm Information

Devonney Thurman is currently registered with McManus Cooper. McManus Cooper is a financial advisory firm based in Irvine, CA, with over 40 licensed agents and investment advisor representatives. They provide a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Their client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. They manage over $2.5 billion in assets and participate in wrap fee programs.
McManus Cooper

9870 RESEARCH DRIVE

IRVINE, CA 92618

$2.56B

Assets Under Management

17

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor/referral fees

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Devonney Thurman’s Registration & Firm History

CA

01/02/2024 - Present

McManus Cooper (Walnut Creek CA)

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Licenses & Designations

BOTH

Issued 01/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Devonney Lane gebo Thurman.
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