Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devonte? Claim Your ProfileDevonte Ivory is a financial advisor who has been in the industry since January 2019. Devonte currently works for LPL Financial LLC and is registered with the state of North Carolina and South Carolina. Devonte Ivory holds a Series 7TO, Series 66 and SIE licenses. Devonte has been active in the industry with previous roles at MML Investors Services, LLC, W&S Brokerage Services, Inc., and Edward Jones. Devonte Ivory has been registered in a large number of states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Devonte is also the owner of Ivory Dream Realty LLC which is a property management business.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
01/24/2022 - Present
LPL Financial LLC (FORT MILL SC)
NC
07/29/2020 - 12/02/2021
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
07/19/2019 - 07/22/2020
W&S BROKERAGE SERVICES, INC. (CONCORD NC)
NC
11/21/2018 - 06/26/2019
EDWARD JONES (CHARLOTTE NC)
BOTH
Issued 12/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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