Sheryl Devoss
Sheryl Devoss is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Gilbert, AZ, with 42 years of industry experience. Sheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
161 E Rivulon Blvd Ste 108, Gilbert, AZ, 85297
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
Brotherton Investment Consultants LLC
Mbsc Securities CorporationBroker
Rydex Distributors, INC.Broker
Dws Scudder Distributors, INC.Broker
Banc One Securities CorporationBroker
440 Financial Distributors, INC.Broker
Kemper Financial Services, INC.Broker
Planco Financial Services, INC.Broker
Citicorp Select Investments, INC.Broker
American Capital Marketing, INC.Broker
Invest Financial CorporationBroker
Murphey Favre, INC.Broker
Isfa CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Dain, Bosworth IncorporatedBroker
Craig-Hallum, INC.Broker
Alstead, Dempsey & Company, IncorporatedBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.