Devin Wray Hanson
CFP®Professional Summary
DEVIN WRAY HANSON, CFP®, who also goes by Devin Wray Buffington, is a registered financial advisor currently at ELEVATION WEALTH PARTNERS, LLC located in Walnut Creek, California. DEVIN is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. DEVIN has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
Since entering the financial sector in 2015, Devin’s career path has excelled, first as an Operations Associate, then as a Wealth Advisor, and ultimately as Financial Advisor, which is the position she currently holds with Wealth Enhancement Group (California Insurance License #0K96003). Devin believes in taking a holistic approach to financial planning. She enjoys making financial plans that help people reach their goals and understand the process along the way. Outside of the office, Devin...
Other Aliases
Devin Wray Buffington
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
11 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
Contact Information
Main Address
2121 North California Blvd Suite 290, Walnut Creek, CA 94596Phone Number
(925) 962-5600# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,000AUM (Assets Under Management)
$670,748,146Similar Advisors
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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.
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Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS, LLC | ZRC WEALTH MANAGEMENT, LLC | ZRC FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
(3/5/2025)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view DEVIN WRAY HANSON's CRS (Customer Relationship Summary).
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