Ulrike L. Devoto
Professional summary
Ulrike Louise Devoto, CFP®, who also goes by Ulrike Devoto, is a registered financial advisor currently at ASCENT FINANCIAL ADVISORS located in Porland, Oregon.
Ulrike is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ulrike has worked at 1 firm and has passed the Series 65 and Series 62 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ulrike Louise Devoto's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
September 1, 2010 - Present
ASCENT FINANCIAL ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/1/2010)
Exams
Series 62
Date: 8/27/1998
Corporate Securities Limited Representative ExaminationCurrent Firm
ASCENT FINANCIAL ADVISORS
CRD#: 154140 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 47,911,000 |
Red Flags
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