DP
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Devon Pilney

14 Years of Experience
Oregon City, OR
BrokerSells Insurance

Devon Pilney is a registered investment advisor at Cetera Investment Advisers LLC, based in Oregon City, OR, with 14 years of industry experience. Devon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Oregon City, OR

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Devon works as an agent/broker for North Star Consultants & North Star Brokerage, focusing on fixed insurance sales, dedicating full-time hours to this role. Devon also works as a financial professional for North Star Resource Group, spending minimal time on financial services.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
April 2012 - August 2023 · 11 yrs 4 mos
Cri Securities, LLC
April 2012 - October 2021 · 9 yrs 6 mos
Securian Financial Services, INC.Broker
February 2012 - August 2023 · 11 yrs 6 mos
Cri Securities, LLCBroker
February 2012 - October 2021 · 9 yrs 8 mos
State Registrations7 states
CAFLIDINMNORWA
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.
Devon Pilney - Financial Advisor | TrueAdvisor