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Cassandra Lee Devore is a financial advisor professional located in Lincolnton, GA. They specialize in financial advisory. With over 34 years of experience, they bring deep expertise to every client.
Cassandra Lee Devore - Truist Investment Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Cassandra Lee Devore operates Truist Investment Services, Inc. in Lincolnton, Georgia, bringing 34 years of experience in financial advisory services. She holds a FINRA CRD license, which governs her practice in the securities and investment industry. Her background reflects sustained involvement in financial planning and investment management over more than three decades.
Cassandra Lee Devore's FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees investment professionals and brokerage firms. This license type signals that she is authorized to conduct securities transactions and provide investment advice under FINRA oversight and compliance requirements. The CRD system maintains records of her professional history, qualifications, and regulatory standing in the securities industry.