Devin W Bone
Professional Summary
Devin W Bone is a registered financial advisor currently at FORSYTHIA FINANCIAL located in Bloomfield Hills, Michigan. Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Devin has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Years of Experience
4 years in the financial services industry
Current & Past Employments
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Current Firm
BONE FINANCIAL LLC | FORSYTHIA FINANCIAL
Contact Information
Main Address
7457 Franklin Road Suite 200, Bloomfield Hills, MI 48301Phone Number
(248) 833-8333# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
9AUM (Assets Under Management)
$527,419Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Devin W Bone's CRS (Customer Relationship Summary).
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
