DeVore Financial Advisors, LLC
Identity
- Name
- DeVore Financial Advisors, LLC
- Formatted address
- 1260 San Elijo Rd N, San Marcos, CA 92078, USA
- Phone
- (760) 822-2669
- Website
- http://devorefa.com/
- Primary category
- Consultant
- Hours
- Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: 10:00 AM – 4:00 PM Sunday: Closed
- Map reference
- https://maps.google.com/?cid=10699415988154854242&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
| Attribute | Value | Sources | Latest source date | Freshness | Citations |
|---|---|---|---|---|---|
| fiduciary_status | not-established | 1 | fresh |
|
Self-Claims
Firm Stated Facts
-
categorized_as: financial advisor
- devorefa.com https://www.devorefa.com/privacy-policy self-published
-
categorized_as: Financial Advisors
- devorefa.com https://www.devorefa.com/contact self-published
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client_specializations: Women
- devorefa.com https://www.devorefa.com/about self-published
-
fiduciary_status: Licensed Professional Fiduciary
- devorefa.com https://www.devorefa.com/services self-published
-
fiduciary_status: Licensed Professional Fiduciary
- devorefa.com https://www.devorefa.com/ self-published
-
regulatory_registration: Registered Investment Advisor (RIA)
- devorefa.com https://www.devorefa.com/disclosures self-published
-
services_offered: Financial Advisor Services
- devorefa.com https://www.devorefa.com/contact self-published
-
services_offered: investment advisory and related services
- devorefa.com https://www.devorefa.com/disclosures self-published
-
services_offered: Investment planning
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
-
services_offered: Planning, Investing, Consulting
- devorefa.com https://www.devorefa.com/services self-published
-
services_offered: Planning, Investment Management, Consulting
- devorefa.com https://www.devorefa.com/ self-published
-
years_in_practice: 34 years
- devorefa.com https://www.devorefa.com/about self-published
-
years_in_practice: 35+ years of experience
- devorefa.com https://www.devorefa.com/services self-published
-
years_in_practice: 35+ years of experience
- devorefa.com https://www.devorefa.com/ self-published
Performance Claims
-
investment_methodology: Backed by Financial Science
Self-described; not endorsed.
- devorefa.com https://www.devorefa.com/ self-published
-
investment_methodology: Backed by Financial Science
Self-described; not endorsed.
- devorefa.com https://www.devorefa.com/services self-published
-
investment_methodology: Global diversification, managing expenses, and maintaining long-term discipline
Self-described; not endorsed.
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
Themed Claims
No themed claims are currently recorded.
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.devorefa.com/disclosures | kept |
|
|
| services_offered | investment advisory and related services | https://www.devorefa.com/disclosures | kept |
|
|
| regulatory_registration | Registered Investment Advisor (RIA) | https://www.devorefa.com/disclosures | kept |
|
|
| services_offered | Investment planning | https://www.devorefa.com/investment-philosophy | kept |
|
|
| investment_methodology | Global diversification, managing expenses, and maintaining long-term discipline | https://www.devorefa.com/investment-philosophy | kept |
|
|
| categorized_as | financial advisor | https://www.devorefa.com/privacy-policy | kept |
|
|
| categorized_as | Financial Advising | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+marcos,+CA | kept |
|
|
| categorized_as | Debt Relief Services | https://www.yelp.com/search?cflt=financialadvising&find_loc=San+marcos,+CA | kept |
|
|
| regulatory_registration | DEVORE FINANCIAL ADVISORS LLC, License #306110, CA | https://adviserinfo.sec.gov/firm/summary/306110 | registry_verified |
|
|
| fiduciary_status | Licensed Professional Fiduciary | https://www.devorefa.com/services | kept |
|
|
| years_in_practice | 35+ years of experience | https://www.devorefa.com/services | kept |
|
|
| services_offered | Planning, Investing, Consulting | https://www.devorefa.com/services | kept |
|
|
| investment_methodology | Backed by Financial Science | https://www.devorefa.com/services | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.dnb.com/business-directory/company-profiles.devore_financial_advisors_llc.bcf48fc21546334204b42ad0333b16a7.html | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.dnb.com/business-directory/company-profiles.devore_financial_advisors_llc.bcf48fc21546334204b42ad0333b16a7.html | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.dnb.com/business-directory/company-profiles.devore_financial_advisors_llc.bcf48fc21546334204b42ad0333b16a7.html | kept |
|
|
| years_in_practice | over 50 years of collective experience | https://local.yahoo.com/info-225634180-devore-financial-advisors-san-marcos | kept |
|
|
| located_in | 98440ab3-5900-4a88-8e0f-737fefb62423 | https://local.yahoo.com/info-225634180-devore-financial-advisors-san-marcos | kept |
|
|
| located_in | 98440ab3-5900-4a88-8e0f-737fefb62423 | https://www.bizprofile.net/ca/san-marcos/devore-financial-advisors-llc | kept |
|
|
| years_in_practice | 6 years 3 months | https://www.bizprofile.net/ca/san-marcos/devore-financial-advisors-llc | kept |
|
|
| categorized_as | FINANCIAL SERVICES | https://www.bizprofile.net/ca/san-marcos/devore-financial-advisors-llc | kept |
|
|
| services_offered | Planning, Investment Management, Consulting | https://www.devorefa.com/ | kept |
|
|
| investment_methodology | Backed by Financial Science | https://www.devorefa.com/ | kept |
|
|
| fiduciary_status | Licensed Professional Fiduciary | https://www.devorefa.com/ | kept |
|
|
| years_in_practice | 35+ years of experience | https://www.devorefa.com/ | kept |
|
|
| client_specializations | Women | https://www.devorefa.com/about | kept |
|
|
| years_in_practice | 34 years | https://www.devorefa.com/about | kept |
|
|
| located_in | 98440ab3-5900-4a88-8e0f-737fefb62423 | https://www.devorefa.com/contact | kept |
|
|
| categorized_as | Financial Advisors | https://www.devorefa.com/contact | kept |
|
|
| services_offered | Financial Advisor Services | https://www.devorefa.com/contact | kept |
|
|
| categorized_as | financial planning firm | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | kept |
|
|
| years_in_practice | over 35 years | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | kept |
|
|
| services_offered | planning, investment management, and consulting | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | kept |
|
|
| located_in | 98440ab3-5900-4a88-8e0f-737fefb62423 | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | kept |
|
|
| fiduciary_status | licensed professional fiduciary | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.mapquest.com/us/california/devore-financial-advisors-426807955 | json_ld_parsed |
|
|
| categorized_as | LocalBusiness | https://www.orangebook.com/biz/3479/devore-financial-advisors | json_ld_parsed |
|
|
| categorized_as | Financial Planning Consultants | https://www.orangebook.com/biz/3479/devore-financial-advisors | kept |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.orangebook.com/biz/3479/devore-financial-advisors | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.orangebook.com/biz/3479/devore-financial-advisors | json_ld_parsed |
|
|
| located_in | 98440ab3-5900-4a88-8e0f-737fefb62423 | https://www.orangebook.com/biz/3479/devore-financial-advisors | kept |
|
Credentials
-
investment_adviser_registration: DEVORE FINANCIAL ADVISORS LLC, License #306110, CA
verified
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
Verification source- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
-
investment_adviser_registration: Registered Investment Advisor (RIA)
claimed_unverified
- devorefa.com https://www.devorefa.com/disclosures self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 3
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
- devorefa.com https://www.devorefa.com/ self-published
- devorefa.com https://www.devorefa.com/about self-published
- devorefa.com https://www.devorefa.com/contact self-published
- devorefa.com https://www.devorefa.com/disclosures self-published
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
- devorefa.com https://www.devorefa.com/privacy-policy self-published
- devorefa.com https://www.devorefa.com/services self-published
- mapquest.com https://www.mapquest.com/us/california/devore-financial-advisors-426807955 independent
- Data refreshed
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
- devorefa.com https://www.devorefa.com/ self-published
- devorefa.com https://www.devorefa.com/about self-published
- devorefa.com https://www.devorefa.com/contact self-published
- devorefa.com https://www.devorefa.com/disclosures self-published
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
- devorefa.com https://www.devorefa.com/privacy-policy self-published
- devorefa.com https://www.devorefa.com/services self-published
- mapquest.com https://www.mapquest.com/us/california/devore-financial-advisors-426807955 independent
- Source classes
- business_website (self-published), independent_editorial (independent)
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
- devorefa.com https://www.devorefa.com/ self-published
- devorefa.com https://www.devorefa.com/about self-published
- devorefa.com https://www.devorefa.com/contact self-published
- devorefa.com https://www.devorefa.com/disclosures self-published
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
- devorefa.com https://www.devorefa.com/privacy-policy self-published
- devorefa.com https://www.devorefa.com/services self-published
- mapquest.com https://www.mapquest.com/us/california/devore-financial-advisors-426807955 independent
- Synthesis run at
- adviserinfo.sec.gov https://adviserinfo.sec.gov/firm/summary/306110 independent
- devorefa.com https://www.devorefa.com/ self-published
- devorefa.com https://www.devorefa.com/about self-published
- devorefa.com https://www.devorefa.com/contact self-published
- devorefa.com https://www.devorefa.com/disclosures self-published
- devorefa.com https://www.devorefa.com/investment-philosophy self-published
- devorefa.com https://www.devorefa.com/privacy-policy self-published
- devorefa.com https://www.devorefa.com/services self-published
- mapquest.com https://www.mapquest.com/us/california/devore-financial-advisors-426807955 independent