Devery R. Cagle,  CFP<sup>&reg;</sup> - Financial Advisor

Devery R. Cagle, CFP®

CRPC®, CAP™

President and Founder

ASE Financial Advisory Group

9 Buena Vista Way, Ste B
Greenville, SC 29615
FINANCIAL ADVISOR'S WEBSITE
(864) 254-0032

General

Devery Cagle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ASE Financial Advisory Group in Greenville, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC®, CAP™

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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