KD
KD

Kerry William Ryan Devaughn

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
40 advisors
Number of Clients
8,955 clients
Average Client Portfolio
$220K average
Assets Under Management
$2.0B

Fee Structure

Financial Planning:Investment management only
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Location

Land O Lakes, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kerry works as an insurance agent in Florida, selling various insurance products since 2023. This activity takes about a quarter of her time.

Employment History
Current Registrations
Trajan Wealth, L.L.C.
December 2022 - Present · 3 yrs 2 mos
Previous Registrations
Fisher Investments
September 2021 - November 2022 · 1 yr 2 mos
Nationwide Investment Advisors, LLC
April 2019 - October 2019 · 6 mos
Nationwide Investment Services CorporationBroker
April 2017 - October 2019 · 2 yrs 6 mos
Nationwide Securities, LLC
August 2015 - May 2017 · 1 yr 9 mos
Nationwide Investment Services CorporationBroker
June 2014 - January 2015 · 7 mos
Nationwide Securities, LLCBroker
February 2012 - May 2017 · 5 yrs 3 mos
Nationwide Investment Services CorporationBroker
December 2010 - January 2012 · 1 yr 1 mo
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.