Devin D. Henderson

FORTUNATE

Midway, UT

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CRD#: 5748872

Professional summary

Devin Dean Henderson is a registered financial advisor currently at FORTUNATE located in Midway, Utah.

Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Devin has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I WORK WITH SCHOOL TEACHERS UTILIZING THE 403B FIXED ANNUITY. I AM INDEPENDENTLY CONTRACTED WITH ING, GREAT AMERICAN AND LSW.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Dean Henderson'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®

None

Experience

Current

July 13, 2018 - Present

FORTUNATE

RIA

CRD#: 297577

Midway, UT

Past

February 6, 2014 - July 13, 2018

ALLEGIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 157314

MIDWAY, UT

Past

March 30, 2010 - February 6, 2014

FORTUNATE, LLC

RIA

CRD#: 152775

MIDWAY, UT

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

Utah
(7/13/2018)

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

State Security Law Exam

IAR

Series 65

Date: 12/17/2009

Uniform Investment Adviser Law Examination

Current Firm

FORTUNATE

FORTUNATE | FORTUNATE LLC

CRD#: 297577 / SEC#:

Utah

Registered Investment Advisory firm - (7/12/2018 Approved)

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Contact information

Main Address

Midway, UT

Mailing Address

Po Box 2214, Orem, UT 84059

Phone number

(801) 376-2643

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Devin D. Henderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Devin Dean Henderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORTUNATE

ALLEGIS INVESTMENT ADVISORS, LLC

FORTUNATE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2009

Current Firm

FORTUNATE

Contact information

Documents

Red Flags

Company Information

FORTUNATE

TRUST BUT VERIFY

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