Joseph Devorak (CRD# 6473775) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 8 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Planning | New York, NY | Mar 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Mar 2024 | < 1 |
| Personal Capital Advisors Corporation | Denver, CO | Oct 2019 - Mar 2024 | 4 |
| Bbva Wealth Solutions Inc. | Denver, CO | Aug 2019 - Oct 2019 | < 1 |
| Bbva Securities Inc. | Denver, CO | Jun 2019 - Oct 2019 | < 1 |
| Bbva Usa | Birmingham, AL | Jun 2019 - Oct 2019 | < 1 |
| Bbva Insurance Agency, Inc. | Austin, TX | Jun 2019 - Oct 2019 | < 1 |
| Charles Schwab Bank | Denver, CO | Jun 2017 - May 2019 | 1 |
| Charles Schwab And Company Inc. | Denver, CO | Mar 2015 - May 2019 | 4 |
| Backbone Gormet Grub And Brewhouse | Fargo, ND | Jun 2013 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2015 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- CO
-
Total Assets Under Management1,396MILLIONS
-
Total Number of Accounts7,391ACCOUNTS
-
Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.