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Devon Palmquist Borje

FINANCIAL ADVISORS NETWORK, INC.·TUSTIN, California
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1432 EDINGER AVENUE, TUSTIN, CA 92780CRD# 2033547Firm CRD# 152083
01

About

Devon Palmquist Borje is a registered financial advisor based in TUSTIN, California, affiliated with FINANCIAL ADVISORS NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL ADVISORS NETWORK, INC.
FINANCIAL ADVISORS NETWORK, INC.
AUM
$799M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2033547
Firm CRD# 152083
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Devon Palmquist Borje offer?
Devon Palmquist Borje specializes in Financial Planning, Investment Management. Contact their office in TUSTIN, California for a consultation.
What are Devon Palmquist Borje's credentials?
Devon Palmquist Borje is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Devon Palmquist Borje located?
Devon Palmquist Borje is based in TUSTIN, California, working with FINANCIAL ADVISORS NETWORK, INC.. Their office serves clients in the TUSTIN metropolitan area and surrounding communities.
How does Devon Palmquist Borje charge for services?
Devon Palmquist Borje's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ADVISORS NETWORK, INC.?
FINANCIAL ADVISORS NETWORK, INC. has approximately 13 employees and manages $799M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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