PD
Paul S. Devore
KESTRA ADVISORY SERVICES
ENCINO, CA 91316
Some features on this profile are disabled
CRD#: 66743
PD
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.
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.
Bus 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. Bus Name: Education Advisory Board Inv Rel: N Address: 320 N. Halstead St. Pasadena CA 91107 NOB: Community/Charitable/Civic Volunteer (Non-Leadership Position) POS: Advisory Board mmbr Strt Date: 4/22/2006 Hrs /mo: 0% - 10% (0 - 16 hrs) Hrs mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: Attend 3 mtngs /year. Bus 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 Bus Name: RED SCHOOLHOUSE, INC POSITION: board member NATURE: Schools and college INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2016 ADDRESS: 320 N. Halstead Street, Pasadena CA 91107, United States DESCRIPTION: I will sit on the board Bus 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 Bus 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 Bus 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 Bus 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 Bus Name: CHERRY COVE YACHT CLUB POS: Board member NOB: Board position (Board of Directors, Board of Trustees, etc.) 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 and annual breakfast. There is no penalty for missing any of the above events although missing too many Board meetings would likely lead to discharge.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Stanley Devore'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®
CFP®
Start date: 1982
Experience
Current
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 6345 Balboa Blvd. Suite 290, Encino, CA 91316RIA
CRD#: 283330
ENCINO, CA
Current
December 11, 1997 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 6345 Balboa Blvd., Suite 290, Encino, CA 91316BD
CRD#: 42046
Encino, CA
Past
January 8, 2002 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ENCINO, CA
Past
November 9, 1994 - December 5, 1997
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
May 1, 1991 - June 1, 2000
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
March 12, 1984 - May 6, 1991
FMS SECURITIES, INC.
BD
CRD#: 14356
Past
October 17, 1983 - April 16, 1984
RCL SECURITIES CORPORATION
BD
CRD#: 10675
Past
October 7, 1981 - October 17, 1983
SOUTHMARK FINANCIAL SERVICES, INC.
BD
CRD#: 6518
Past
February 17, 1972 - July 10, 1981
PACIFIC SELECT DISTRIBUTORS, LLC
BD
CRD#: 4452
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/14/1972
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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 - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
