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Laura Travis Devore

Devore Financial Advisors LLC

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About Laura Travis Devore

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.

Firm Information

Laura Devore is currently registered with Devore Financial Advisors LLC. Devore Financial Advisors LLC is an independent financial advisory firm headquartered in [firm location]. Founded in [year], they specialize in providing personalized financial planning and portfolio management services to individuals and high-net-worth individuals. Their services include developing comprehensive financial plans, managing investment portfolios, and selecting other financial advisors as needed. With over $28 million in regulatory assets under management, Devore Financial Advisors LLC serves approximately 76 clients, including 34 individuals and 13 high-net-worth individuals.

$28.07M

Assets Under Management

13

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Laura Devore’s Registration & Firm History

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.

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Travis Devore.
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