DB
CFP
DB
CFP
Devona Benavidez
17 Years of Experience
Albuquerque, NM
1 DisclosureBroker
Devona Benavidez is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Albuquerque, NM, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
6301 Indian School Rd NE, Suite 500, Albuquerque, NM, 87110
Get directionsHistory
Regulatory History (1)
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Criminal
April 2000Final Disposition
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
June 2017 - April 2024 · 6 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2017 - April 2024 · 6 yrs 10 mos
Morgan StanleyBroker
June 2009 - June 2017 · 8 yrs
Morgan Stanley
June 2009 - June 2017 · 8 yrs
Citigroup Global Markets INC.
July 2008 - June 2009 · 11 mos
Citigroup Global Markets INC.Broker
July 2008 - June 2009 · 11 mos
State Registrations21 states
AZCACODCFLIAILINMDMIMNNENMNVOHORPATXUTVAWV
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.