CD
Christopher S. De Veny
WEALTH WATCH ADVISORS,
Marine City, MI 48039
Some features on this profile are disabled
CRD#: 4636539
CD
Professional summary
Christopher Shawn De Veny, who also goes by Christopher Shawn Deveny, is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Marine City, Michigan.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Christopher has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christopher Shawn Deveny
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr DeVeny offers annuity, life, and health insurance through various insurance carriers as an independent contractor.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Shawn De Veny's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 12, 2018 - Present
WEALTH WATCH ADVISORS, INC
Office #1: 202 Union Street, Marine City, MI 48039RIA
CRD#: 172002
Marine City, MI
Past
May 5, 2017 - September 14, 2018
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
Southfield, MI
Past
May 5, 2017 - September 14, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
Southfield, MI
Past
March 5, 2010 - May 3, 2017
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
AUBURN HILLS, MI
Past
January 25, 2010 - May 3, 2017
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
AUBURN HILLS, MI
Past
November 4, 2003 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 4, 2003 - January 26, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
TROY, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
Registered Investment Advisory firm - (5/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(9/12/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WATCH ADVISORS, INC
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | STRONG FINANCIAL, INC | SOLOMON GROUP FINANCIAL SERVICES | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | ALTUS WEALTH STRATEGIES, INC
CRD#: 172002 / SEC#: 801-96180
RIA
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Contact information
Main Address
S Valley Hwy 8310, Englewood, CO 80112
Mailing Address
Phone number
(855) 822-3708
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (25 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,556 |
| AUM (Assets Under Management) | $ 473,650,570 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
