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Edward Devereaux

5 Years of Experience
Frisco, TX
Sells Insurance

Edward Devereaux is a registered investment advisor at Concentrated Risk Solutions INC., based in Frisco, TX, with 5 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

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

Frisco, TX

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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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Other Business ActivitiesSells Insurance

Edward is the president and owner of Devereaux Inc, dedicating minimal time to this role. He is also an independent insurance agent, though currently dedicating no time to this activity.

Employment History
Current Registrations
Concentrated Risk Solutions INC.
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Kelmoore Investment CO INC
May 2005 - November 2005 · 6 mos
State Registrations2 states
NYTX
Advisor

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.