Business Description

Devon Advisors Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We work closely with each client to help them achieve their financial short and long term goals.

Our staff consists of experienced professionals with a "hands on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you make your dreams a reality.

General Information

Gender:

Female

CRD#:

1020248

Firm CRD#:

111008

SEC File#:

801-56573

States Licensed in:

ME, PA, OH, FL, NY, MD

Years of Experience in Financial Services:

Number of Years with Current Firm:

Education

Academic Background

BA, Economics and Political Science and a minor in Fine Arts - Wilson College

Services

Investment Types:

Real Estate, Alternative Investments, Bonds, Mutual Funds, Annuities, Stocks

Qualifications & Memberships

Securities Licenses:

Series 63, Series 6, Series 62

Insurance and Annuity Licenses:

Long Term Care

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Firm's Number of Clients:

125

Compliance

Registered Investment Advisor:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$50,000

Compensation Methods:

Flat Fee, Hourly, Commissions, Based on Assets

Fee % Based on Assets:

Hourly Rate:

$150

Additional Details on Charges:

Fee schedule is available on ADV. Fees are based upon total assets under management

Prepared By:

Nancy Dimmick

Most Recent Update:

07/08/2008