Chad Devore
Also appears in the source record as: Chad A Devore; Chad Allen Devore; Chad Allent Devore
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (5)
- SIESeries 7Series 6Series 66Series 63
- Registered states (19)
- California · Colorado · Connecticut · Florida · Georgia · Illinois · Maryland · Massachusetts · Michigan · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Virginia · Washington
- Years in the industry (source record)
- 17
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Wells Fargo Advisors
- Firm CRD
- 19616
- SEC number
- 801-37967
- Assets under management
- $671.4B as of Jun 23, 2026
- Website
- www.twitter.com/WFINVESTING ↗
- Phone
- 314-875-3000
- Firm location
- St. Louis, MO, 63103-2205
Employment history (12)
From the source registration record · current first
-
start not retrieved → present
-
start not retrieved → present
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American Equity Investment CorporationNew Albany, IN · BC capacityAug 18, 2017 → Jul 20, 2018
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American Capital Management, Inc.Deerfield Beach, FL · IA capacityJul 24, 2017 → Jul 20, 2018
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Lincoln Investment Planning, IncLutz, FL · IA capacityApr 10, 2013 → Jul 24, 2015
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Lincoln InvestmentLutz, FL · BC capacityApr 9, 2013 → Jul 24, 2015
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedAllentown, PA · IA capacityJul 1, 2011 → Nov 29, 2012
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Merrill Lynch, Pierce, Fenner & Smith IncorporatedAllentown, PA · BC capacityFeb 25, 2011 → Nov 29, 2012
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Beaconsfield Financial Services, Inc.Canonsburg, PA · BC capacityJan 4, 2010 → Mar 3, 2011
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Woodbury Financial Services, Inc.Shillington, PA · BC capacityMar 29, 2007 → Nov 30, 2009
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Thrivent Investment Management Inc.Berlin, PA · IA capacityJun 9, 2006 → Oct 16, 2006
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Thrivent Investment Management Inc.Berlin, PA · BC capacityJan 24, 2006 → Oct 16, 2006
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.