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Steven Devenney

31 Years of Experience
Clive, IA
1 DisclosureBroker

Steven Devenney is a registered investment advisor at Raymond James & Associates, INC., based in Clive, IA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

13137 University Ave, Clive, IA, 50325

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History

Regulatory History (1)
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Customer Dispute
April 2004
Settled
Other Business Activities

Steven is a board member and chair of the finance committee at Grand View University since 2022, dedicating minimal time to this role. He provides oversight of the university's funds but is not involved in direct management.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2003 - Present · 23 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2003 - Present · 23 yrs 2 mos
Previous Registrations
U.S. Bancorp Piper Jaffray INC.
April 1999 - March 2003 · 3 yrs 11 mos
U.S. Bancorp Piper Jaffray INC.Broker
May 1994 - March 2003 · 8 yrs 10 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Steven Devenney - Financial Advisor | TrueAdvisor