RD
RD

Robert Devore

43 Years of Experience
Sacramento, CA
Broker

Robert Devore is a registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

333 University Ave, 2nd Floor, Suite 11, Sacramento, CA, 95825

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors
December 2008 - Present · 17 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
Wachovia Securities, LLC
May 2003 - December 2008 · 5 yrs 7 mos
Wachovia Securities, LLCBroker
February 1996 - December 2008 · 12 yrs 10 mos
Smith Barney INC.Broker
July 1993 - February 1996 · 2 yrs 7 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
August 1982 - February 1988 · 5 yrs 6 mos
State Registrations14 states
ARAZCACOGAIDMINVORSCTNTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Devore - Financial Advisor | TrueAdvisor