Timothy John Devries
Professional Summary
Timothy John Devries, who also goes by Timothy Devries, is a registered financial advisor currently at CLEARVIEW INVESTMENTS, LLC located in Jenison, Michigan. Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Timothy has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Timothy Devries
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WEALTHCARE CAPITAL MANAGEMENT LLC
Videos & Posts
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Contact Information
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WEALTHCARE CAPITAL MANAGEMENT LLC
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Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CLEARVIEW FINANCIAL, LLC | CLEARVIEW INVESTMENTS, LLC | CLEARVIEW INVESTMENTS
Contact Information
Main Address
1360 Baldwin St, Jenison, MI 49428Phone Number
(616) 667-8990# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
486AUM (Assets Under Management)
$59,125,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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WEALTHCARE CAPITAL MANAGEMENT LLC
State Registrations and Notice Filings
(7/23/2010)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Timothy John Devries's CRS (Customer Relationship Summary).
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WEALTHCARE CAPITAL MANAGEMENT LLC
