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Paul Stanley Devore

CFP®
KESTRA ADVISORY SERVICES
ENCINO, CA
·CRD# 66743·54 years experience

Professional Summary

Paul Stanley Devore, CFP® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Encino, California and KESTRA INVESTMENT SERVICES, LLC located in Encino, California. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Paul has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 1, Series 24, Series 39 and Series 26 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

CFP®
Certified Financial PlannerSince 1982

Years of Experience

54 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 6345 Balboa Blvd. Suite 290, Encino, CA 913162. Huntington Beach, CA
April 21, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
6345 Balboa Blvd., Suite 290, Encino, CA 91316
December 11, 1997 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Encino, CA
January 8, 2002 - September 22, 2016
WOODBURY FINANCIAL SERVICES, INC.·CRD# 421
BD
Oakdale, MN
November 9, 1994 - December 5, 1997
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
May 1, 1991 - June 1, 2000
FMS SECURITIES, INC.·CRD# 14356
BD
March 12, 1984 - May 6, 1991
RCL SECURITIES CORPORATION·CRD# 10675
BD
October 17, 1983 - April 16, 1984
SOUTHMARK FINANCIAL SERVICES, INC.·CRD# 6518
BD
October 7, 1981 - October 17, 1983
PACIFIC SELECT DISTRIBUTORS, LLC·CRD# 4452
BD
February 17, 1972 - July 10, 1981

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Current Firm

KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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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.

Name: FMS Financial Partners, Inc. Inv Rel: Y Address: 6345 Balboa Blvd. Suite 290 Encino CA 91316 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Invstmnt Advisory srvcs thru Kestra Advisory Srvcs, LLC POS: Chief Executive Officer, shareholder, Mmbr of Mngmnt committee. Strt Date: 4/22/1984 Hrs /mo: 81% - 90% (129 - 144 hrs) Hrs /mo during trading hrs: 51% - 60% (71 - 84 hrs) Duties: Customary activities of securities and insurances licensees. Name: Kestra Advisory Services, LLC Inv Rel: Y Address: 1250 Capital of Texas Highway, Bldng 2 Suite 125 Austin TX 78746 NOB: Investment Advisory srvcs thru Kestra Advisory Srvcs, LLC POS: Investment Advisor Representative Strt Date: 4/4/2016 Hrs /mo: Up to 100% (0 to 160 hrs) Hrs /mo during trading hrs: Up to 100% (0 to 160 hrs) Duties: Investment advisory srvcs Name: Pacific Insurance Management Corp. Inv Rel: Y Address: 6345 Balboa Blvd. Suite 290 Encino CA 91316 NOB: Insurance POS: Other,Moved to Other from Officer Strt Date: 8/2/1978 Hrs /mo: 0% - 10% (0 - 16 hors) Hrs /mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: i am the sole owner Name: Partners Insurance Inv Rel: Y Address: 6345 Balboa Blvd #290 Encino CA 91316 NOB: Insurance POS: BOARD MMBR. SECRETARY Start Date: 6/1/2006 Hrs /mo: 11% - 20% (17 - 32 hrs) Hrs /mo during trading hrs: 11% - 20% (15 - 28 hrs) Duties: I SIT ON THE MNGMNT COMMITTEE MTNGS 3 TIMES PER YEAR Name: Tourette Association of America Inv Rel: N Address: 42-40 Bell Blvd. Bayside NY 11361 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Board mmbr Strt Date: 4/22/1990 Hrs /mo: 0% - 10% (0 - 16 hrs) Hrs /mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: Attend Board mtngs; Vote on policy matters; Approve annual budget; Supervise operation of 403(b) plan; Supervise mngmnt of org assets; Strategic planning; Discuss and debate issues that come before the Board Name: Carver C-52 Marine, LLC Inv Rel: N Address: 6345 Balboa Blvd. Ste 290 Encino CA 91316 NOB: Other Other/None of the Above use and mntnce of boat POS: Sole mmbr Start Date: 8/6/2018 Hrs /mo: 0% - 10% (0 - 16 hrs) Hrs /mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: Using and mntng the boat Name: CHERRY COVE YACHT CLUB POS: Board member NOB: Board position INV REL: N #OF HRS: 1 SECURITIES TRADING HRS: 0 START DATE: 09/04/2022 ADDRESS: 2855 E. Coast Highway, Suite 102, Corona Del Mar CA 92625 DESC: Attend 2 Board meetings per year. Attend annual dinner. Name: RED SCHOOLHOUSE, INC. POSITION: I will be President NATURE: President INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/27/2026 ADDRESS: 320 N. HalsteadSt., Suite 220, Pasadena CA 91107, United States DESCRIPTION: Lead Board meetings and discuss educational plans. It is a volunteer position.

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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".
KA
KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - SEC (12/31/1998 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(6/14/2000)
RR
Arkansas
(10/26/2023)
RR
California
(12/11/1997)
IAR
California
(4/21/2016)
RR
Colorado
(9/7/2006)
RR
Hawaii
(8/8/2000)
RR
Illinois
(3/15/2007)
RR
Indiana
(2/2/2021)
RR
Massachusetts
(2/12/2024)
RR
Michigan
(5/13/2019)
RR
Nevada
(4/19/2018)
RR
New York
(1/16/2015)
RR
North Carolina
(4/24/2024)
RR
Ohio
(7/29/2008)
RR
Oregon
(1/26/2009)
RR
Tennessee
(8/10/2018)
RR
Texas
(1/10/2003)
IAR
Texas
(7/27/2023)
RR
Utah
(10/16/2008)
RR
Washington
(1/2/2001)
RR
Wisconsin
(4/20/2020)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1995About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Feb 1972

Series 24 — General Securities Principal Examination

Passed Oct 1985About the Series 24 exam

Series 39 — Direct Participation Programs Principal Examination

Passed Dec 1983About the Series 39 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 1983About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Stanley Devore's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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