Unclaimed
Laura Devore is a financial advisor at Devore Financial Advisors LLC, based in Escondido, CA. Laura has been working in the financial industry since 1987 and holds licenses for both insurance and investments. Laura is a licensed investment advisor representative (IAR) in California. Laura Devore has experience providing financial planning and portfolio management for individuals and has experience selecting other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
CA
12/06/2019 - Present
Devore Financial Advisors LLC (ESCONDIDO CA)
CA
01/14/2011 - 07/12/2017
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
11/28/2006 - 02/25/2009
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
04/26/2006 - 11/03/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
CA
12/05/2005 - 03/24/2006
METLIFE SECURITIES INC. (CARLSBAD CA)
CA
12/05/2005 - 03/24/2006
METROPOLITAN LIFE INSURANCE COMPANY (CARLSBAD CA)
NJ
03/17/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
05/15/2002 - 08/18/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
12/16/1999 - 04/30/2002
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
NA
05/14/1990 - 01/08/1999
FIDELITY BROKERAGE SERVICES, INC.
RI
02/24/1988 - 01/08/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
CA
11/07/1988 - 04/20/1990
ANGELES SECURITIES CORPORATION (LOS ANGELES CA)
NA
09/21/1987 - 08/30/1988
FIDELITY BROKERAGE SERVICES, INC.
BOTH
Issued 11/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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