Financial Advisors · profile RIA · registry-verified

DeVore Financial Advisors, LLC

Registered investment adviser · San Marcos, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
1260 San Elijo Rd N, San Marcos, CA 92078, USA · View on Google Maps Google Places
Phone
(760) 822-2669 Google Places
Website
devorefa.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (1)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 devorefa.comSelf-published mapquest.comAggregated

1 fact·2 sources·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

No themed claims are currently recorded.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san marcos, calocal.yahoo.comAggregatedbizprofile.netAggregateddevorefa.comSelf-publishedmapquest.comAggregatedorangebook.comAggregated
Years in practice
35+ years of experience · over 50 years of collective experience · 6 years 3 months · 34 yearsdevorefa.comSelf-publisheddevorefa.comSelf-publishedlocal.yahoo.comAggregatedbizprofile.netAggregateddevorefa.comSelf-published
Registration
Registered Investment Advisor (RIA) · DEVORE FINANCIAL ADVISORS LLC, License #306110, CAdevorefa.comSelf-publishedadviserinfo.sec.govIndependent editorial
Services
investment advisory and related services · Investment planning · Planning, Investing, Consulting · Planning, Investment Management, Consultingdevorefa.comSelf-publisheddevorefa.comSelf-publisheddevorefa.comSelf-publisheddevorefa.comSelf-published
Who they work with
Womendevorefa.comSelf-published
How they invest
Global diversification, managing expenses, and maintaining long-term discipline · Backed by Financial Sciencedevorefa.comSelf-publisheddevorefa.comSelf-publisheddevorefa.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

DeVore Financial Advisors LLC (“DFA”) is a Registered Investment Advisor (“RIA”), located in the State of California.
devorefa.com Self-published ·
As a veteran-owned firm with over 50 years of collective experience in the financial services industry
local.yahoo.com Aggregated ·
Devore Financial Advisors LLC is a business entity based in San Marcos, CA.
bizprofile.net Aggregated ·
DeVore Financial Advisors is a trusted financial planning firm located in San Marcos, CA
mapquest.com Aggregated ·
DFA provides investment advisory and related services for clients nationally.
devorefa.com Self-published ·
1260 San Elijo Rd N San Marcos, CA 92078
local.yahoo.com Aggregated ·
With a licensed professional fiduciary and over 35 years of experience, they provide expert guidance in planning, investment management, and consulting, backed by financial science.
mapquest.com Aggregated ·
06
Every source, every date

Where every fact comes from

We read 41 mentions across the web and boiled them down to 27 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 27 confirmed facts · 41 mentions read
Fact Value Source Source date How we checked
Category Debt Relief Services yelp.comAggregated Verified
Category Financial Advising yelp.comAggregated Verified
Category financial advisor devorefa.comSelf-published Verified
Category Financial Advisors devorefa.comSelf-published Verified
Category Financial Planning Consultants orangebook.comAggregated Verified
Category financial planning firm mapquest.comAggregated Verified
Category FINANCIAL SERVICES bizprofile.netAggregated Verified
Fiduciary status Licensed Professional Fiduciary · 3 sources devorefa.comSelf-publisheddevorefa.comSelf-publishedmapquest.comAggregated Verified
How they invest Backed by Financial Science · 2 sources devorefa.comSelf-publisheddevorefa.comSelf-published Verified
How they invest Global diversification, managing expenses, and maintaining long-term discipline devorefa.comSelf-published Verified
Main location ca · 4 sources · 5 mentions devorefa.comSelf-publisheddnb.comAggregatedmapquest.comAggregatedorangebook.comAggregated Verified
Main location san marcos, ca · 5 sources local.yahoo.comAggregatedbizprofile.netAggregateddevorefa.comSelf-publishedmapquest.comAggregatedorangebook.comAggregated Verified
Main location us · 3 sources dnb.comAggregatedmapquest.comAggregatedorangebook.comAggregated From page metadata
Registration DEVORE FINANCIAL ADVISORS LLC, License #306110, CA adviserinfo.sec.govIndependent editorial Registry-verified
Registration Registered Investment Advisor (RIA) devorefa.comSelf-published Verified
Services Financial Advisor Services devorefa.comSelf-published Verified
Services investment advisory and related services devorefa.comSelf-published Verified
Services Investment planning devorefa.comSelf-published Verified
Services Planning, Investing, Consulting devorefa.comSelf-published Verified
Services planning, investment management, and consulting mapquest.comAggregated Verified
Services Planning, Investment Management, Consulting devorefa.comSelf-published Verified
Who they work with Women devorefa.comSelf-published Verified
Years in practice 34 years devorefa.comSelf-published Verified
Years in practice 35+ years of experience · 2 sources devorefa.comSelf-publisheddevorefa.comSelf-published Verified
Years in practice 6 years 3 months bizprofile.netAggregated Verified
Years in practice over 35 years mapquest.comAggregated Verified
Years in practice over 50 years of collective experience local.yahoo.comAggregated Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

1 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
3
Data refreshed
Compiled
Mentions → facts
41 → 27
Aggregated Self-published Independent editorial

Sources consulted

Profile · devore-financial-advisors-llc-0481d78214c74450a1fae1cb5e97bdc6 Category · Financial Advisors Published by Authoria