Brandon Devries (CRD# 7444782) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Penscola, FL and has over 2 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Advisory Services, Inc. | Pensacola, FL | Jan 2022 - Current | 2 |
| Truist Investment Services, Inc. | Atlanta, GA | Sep 2021 - Current | 2 |
| Unemployed | Pensacola, FL | Jun 2021 - Aug 2021 | < 1 |
| University Of West Florida | Pensacola, FL | Aug 2018 - May 2021 | 2 |
| Unemployed | Pensacola, FL | Jun 2018 - Jul 2018 | < 1 |
| East Hill Christian School | Pensacola, FL | Aug 2005 - Jun 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- FL
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, 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
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