DA
DA

Devon Albarez

3 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
356 clients
Average Client Portfolio
$148K average
Assets Under Management
$52.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

144 44th Street Sw, Suite #2, Grand Rapids, MI, 49548

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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

Devon is an insurance agent with Integrity Financial Group, LLC since April 2022, dedicating nearly full-time hours to business planning, client services, accounting and DBA for securities and advisory services.

Employment History
Current Registrations
Integrity Financial Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.