Paul
Devore
Kestra Advisory Services, LLC
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About this Advisor
Paul Devore is a certified financial planner who works in Encino, California with a total of 7 years of industry experience. Devore is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Pacific Ins. Mgt. Co, Pacific Insurance Management Corp, Fms Financial Partners, Inc, Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Devore has a Series 63 license, certifying them as a securities representative, and is registered to advise clients in California. Kestra Advisory Services, LLC is an advisory firm headquartered in Austin, TX. It has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets across its 140,407 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% are associated with high-net-worth individuals who have more than $1 million in assets. Kestra Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. However, fee types billed by Kestra Advisory Services, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Paul Devore Work History
Paul has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Pacific Insurance Management Corp
Fms Financial Partners, Inc
Pacific Ins. Mgt. Co
Nfp Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Devore to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
