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DeVane Financial Advisors provides professional investment management and investment consulting services. We structure and manage equity and fixed income portfolios through The Masters, a Registered Investment Adviser. We also offer clients a wide range of professionally managed products through both our broker/dealer VSR Financial Services, Inc., and our relationship with First Clearing LLC, a division of Wachovia Securities.
Specializing in personalized one-on-one consultations, we determine your risk tolerance, time horizon, asset allocation and the best manager or combination of managers from our extensive universe of Registered Investment Advisers.
Our consulting capabilities include the creation of investment policies, asset allocation strategies and benchmark selection. We also monitor and adjust investment policies and asset allocation strategies, and retirement planning.
DeVane Financial Advisors can lend an experienced hand in the following areas:
Ken DeVane and Mindy DeVane may only transact business in states where they are registered, or exempt from registration. Currently Ken and Mindy DeVane are registered in the following states: Florida, Georgia, North Carolina, Tennessee, Texas, Louisiana, Nebraska, California, Colorado, Iowa, Arkansas, New York, Illinois, Michigan, Ohio, Missouri, New Jersey, Wisconsin, Maryland, Kentucky, Vermont. IF YOUR RESIDENT STATE IS NOT LISTED, PLEASE CONTACT US AT mdevane@devanefinancial.com. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advice to, or communicate directly with (by e-mail, letter, or telephone) residents in which Ken and Mindy DeVane are not registered.