Brenton L. Devore
Professional summary
Brenton Lloyd Devore, who also goes by Brent Devore, Brenton Devore, is a registered financial advisor currently at DEVORE FINANCIAL ADVISORS LLC located in San Marcos, California.
Brenton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brenton has worked at 6 firms and has passed the Series 65, Series 66, Series 7 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brenton Lloyd Devore's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 31, 2020 - Present
DEVORE FINANCIAL ADVISORS LLC
July 28, 2011 - December 31, 2016
DEVORE FINANCIAL ADVISORS
January 7, 2008 - November 22, 2010
INDEX FUND ADVISORS, INC.
March 25, 2004 - January 3, 2008
CHECK CAPITAL MANAGEMENT INC
March 20, 2002 - August 7, 2003
CHARLES SCHWAB & CO., INC.
July 14, 2000 - August 7, 2003
CHARLES SCHWAB & CO., INC.
February 12, 1998 - July 2, 1999
MF GLOBAL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/31/2020)
Exams
Current Firm
DEVORE FINANCIAL ADVISORS LLC
CRD#: 306110 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 34,197,890 |
Red Flags
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