Devin P. Frampton
EVERSPIRE
Midvale, UT 84047
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CRD#: 6745562
Professional summary
Devin Paul Frampton, CFP®, who also goes by Devin Frampton, is a registered financial advisor currently at EVERSPIRE located in Midvale, Utah.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Devin has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Devin Frampton
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.
1) Keller Williams Westfield - Not investment related; Orem, UT; Mr Frampton receives a referral fee for referring business to Keller Williams Westfield. 04/13/2021 to present; less than 2% of time spent on this activity; 1 hour per month devoted after securities trading hours; 2) TomiPlan, Investment Related, Everspire 6900 S 900 E, Ste. 200, Midvale, UT 84047, Financial Planning, Financial Planner, December 2023 to present;� TomiPlan takes consumers through the Financial Planning process as outlined by the CFP Board except for implementation. No securities or financial products are offered at TomiPlan. 150 hours a month and all hours are during trading hours.� 3) Devo5 LLC - Not investment-related; American Fork, Utah; Rental Property Ownership. Mr. Frampton owns the property and rents it out; 03/01/2020 to present; less than 10% of time spent on this activity. 4) B&D Frampton LLC - Not investment related; Orem Utah; Holding company for income from Everspire; 11/2023 to present; 0 hours spent on the company.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Paul Frampton'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: 2021
Experience
Current
December 11, 2023 - Present
EVERSPIRE
Office #1: 6900 South 900 East Suite 200, Midvale, UT 84047RIA
CRD#: 222515
Midvale, UT
Past
June 16, 2020 - January 2, 2024
GUERRILLA ADVISORS LLC
RIA
CRD#: 308921
OREM, UT
Past
June 15, 2018 - February 6, 2020
WILKINSON FINANCIAL LLC
RIA
CRD#: 169501
MURRAY, UT
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".
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)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(12/11/2023)
Current Firm
EV
EVERSPIRE
AEGIS WEALTH GROUP, LLC | WAHL, STEVEN P | SYNCHRONY WEALTH MANAGEMENT | EVERSPIRE WRAP FEE PROGRAM | EVERSPIRE SMA | EVERSPIRE PORTFOLIOS | EVERSPIRE IIP | EVERSPIRE DIRECT | EVERSPIRE 401K | EVERSPIRE | ESSENTIALSSIX PORTFOLIOS | E6 PORTFOLIOS
CRD#: 222515 / SEC#: 801-116983
RIA
Registered Investment Advisory firm - (7/17/2019 Approved)Arizona
Registered Investment Advisory firm - (8/7/2019 Terminated)California
Registered Investment Advisory firm - (9/6/2019 Terminated)Idaho
Registered Investment Advisory firm - (8/7/2019 Terminated)Texas
Registered Investment Advisory firm - (8/7/2019 Terminated)Utah
Registered Investment Advisory firm - (8/7/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6900 South 900 East Suite 200, Midvale, UT 84047
Mailing Address
Phone number
(801) 545-8706
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,846 |
| AUM (Assets Under Management) | $ 181,142,726 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
