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CFP
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CFP

James Devers

Raymond James Financial Services Advisors, INC
29 Years of Experience
Myrtle Beach, SC
Broker
View SEC Summary
View SEC Summary

James Devers is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Myrtle Beach, SC, with 29 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3751 Robert M. Grissom Parkway, Suite 201, Myrtle Beach, SC, 29577

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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 Activities

James works as a financial advisor and consultant for Pinnacle Asset Management and Pinnacle Bank, respectively, dedicating about half of his time to each. Neither role appears to be insurance-related.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2017 - Present · 8 yrs 11 mos
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
LPL Financial LLC
April 2014 - November 2017 · 3 yrs 7 mos
LPL Financial LLCBroker
April 2014 - November 2017 · 3 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2010 - May 2014 · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2010 - May 2014 · 3 yrs 7 mos
Uvest Financial Services Group, INC.
August 2005 - October 2010 · 5 yrs 2 mos
Uvest Financial Services Group, INC.Broker
September 2003 - October 2010 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - October 2003 · 6 yrs 11 mos
State Registrations22 states
ALAZCACTFLGAKYMAMDMEMNMONCNJNYOHORPASCTXVAWV
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.
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