Devona
Benavidez

Wells Fargo Advisors Financial Network, LLC

CRD#5523338
Investment Advisor
in Albuquerque, NM

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About this Advisor

Devona Benavidez is a certified financial planner who works out of Albuquerque, New Mexico, who has been in the industry for 11 years. Benavidez is currently employed by Wells Fargo Advisors Financial Network, LLC. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Wells Fargo Advisors Financial Network, LLC. Benavidez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in New Mexico and Texas. Wells Fargo Advisors Financial Network, LLC is a company that has its headquarters in Albuquerque, New Mexico. The investment advisory business has offices in 714 locations and a total of 2,045 employees. It administers $65 billion in assets among its 174,079 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 873 charities and foundations. Of its 174,079 accounts, 42% are associated with high-net-worth individuals who have at least $1 million in investable assets. Wells Fargo Advisors Financial Network, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by Wells Fargo Advisors Financial Network, LLC likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

10611B 4Th St Nw
Albuquerque, NM 87114

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$65,290,500,684

NM Average: $11,469,110,461
Total Number of Employees

2,045

NM Average: 458
Total Number of Accounts

174,079

NM Average: 33,415
Average Account Size

$375,062

NM Average: $343,232

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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
  • Other

Devona Benavidez Work History

Devona has 11 years of experience.

2017 - Present (4 years)

Wells Fargo Advisors Financial Network, LLC

2015 - 2017 (2 years)

Morgan Stanley Private Bank, National Association

2009 - 2017 (8 years)

Morgan Stanley Smith Barney

Disclosures

Devona Benavidez has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Advisors Financial Network, LLC

Kathleen Herget
Naples, FL
Wesley Thompson
Naples, FL
Todd Chambers
Saint Louis, MO
Danielle Gould
Boston, MA
Aleksey Lerner
Brooklyn, NY
Harrison Barnard
Saint Louis, MO
Evan Lereah
Red Bank, NJ
Cherie Turner
Longmont, CO

This content was compiled from the SEC and FINRA.

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