Unclaimed Profile

Debra Jane Devoe

ENVESTNET PORTFOLIO SOLUTIONS, INC.·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 66Clean record21 years registeredENVESTNET PORTFOLIO SOLUTIONS, INC.

150 NORTH RIVERSIDE PLAZA , SUITE 2050, CHICAGO, IL 60606CRD# 2372586Firm CRD# 109662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Jane Devoe · CHICAGO, IL

Registration

CRD #2372586 · ENVESTNET PORTFOLIO SOLUTIONS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

ENVESTNET SECURITIES, INC.

Nov 2023 – present

ENVESTNET PORTFOLIO SOLUTIONS, INC.

Oct 2018 – present

ENVESTNET PMC

Jul 2014 – present

FDX ADVISORS, INC.

Nov 2007 – Oct 2009

LOMBARD, IL

PRINCOR FINANCIAL SERVICES CORPORATION

Jan 2005 – May 2005

DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Registration record

First registered · January 19, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENVESTNET PORTFOLIO SOLUTIONS, INC.

CRD 109662 · SEC 801-43579

AUM

$40.5B

Regulatory assets under management

Employees

415

178,852 client accounts

Services offered by ENVESTNET PORTFOLIO SOLUTIONS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ENVESTNET PORTFOLIO SOLUTIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Debra Jane Devoe offer?

Debra Jane Devoe specializes in Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Debra Jane Devoe's credentials?

Debra Jane Devoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Jane Devoe located?

Debra Jane Devoe is based in CHICAGO, Illinois, working with ENVESTNET PORTFOLIO SOLUTIONS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Debra Jane Devoe charge for services?

Debra Jane Devoe's firm is compensated through percentage of aum, fixed fees, subscription fees, other: a percentage of assets or revenues under our clients' management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENVESTNET PORTFOLIO SOLUTIONS, INC.?

ENVESTNET PORTFOLIO SOLUTIONS, INC. has approximately 415 employees and manages $40.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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