| Advisor Profile |
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| Name: |
Nancy Dimmick |
| Phone Number: |
(866) 935-2241 |
| Website: |
Visit Website
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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. |
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General Information |
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| Name of Broker/Dealer: |
Lincoln Financial Securities Corporation
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| Name of Custodial Firm: |
Pershing LLC
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| States Licensed in: |
ME, PA, OH, FL, NY, MD, VA
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| States Willing to do Business in: |
All States
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| Years of Experience in Financial Services: |
32
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| Number of Years with Current Firm: |
13
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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Education |
| Academic Background |
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| BA, Economics and Political Science and a minor in Fine Arts - Wilson College |
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Services |
| Investment Types: |
Managed Money, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified Senior Advisor (CSA)®, Registered Investment Advisor
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| Securities Licenses: |
Series 22, Series 63, Series 6, Series 62
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Health, Life
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| Financial Organization Memberships: |
National Association of Estate Planners & Councils (NAEPC), Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
130
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| Firm's Number of Planning Clients: |
55
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| Firm's Number of Managed Clients: |
30
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| Assets Managed by Firm: |
$24,000,000
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| Advisor's Number of Clients: |
130
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| Advisor's Number of Managed Clients: |
30
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| Advisor's Number of Planning Clients: |
50
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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| Compensation Methods: |
Commissions, Hourly, Flat Fee, Based on Assets
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| Fee % Based on Assets: |
1%
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| Additional Details on Charges: |
Fee schedule is available on ADV. Fees are based upon total assets under management
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| Minimum Fee Charged for Managed Accounts: |
1%
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| Prepared By: |
Nancy Dimmick |
Frequently Asked Questions |
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