Wells Fargo Advisors
46yrs
Top advisor by experience in Augusta
34yrs
Cassandra Devore
Full name on record: Cassandra Lee Devore
Financial advisor at Truist Advisory Services
Cassandra Devore has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Augusta, Georgia. After five years at Wells Fargo Advisors, Cassandra joined Truist Advisory Services in 2016, a firm offering financial planning, investment management, and selecting outside investment managers. Truist Advisory Services reports being paid through a percentage of assets and flat fees.
One of 182 advisors with offices in Augusta, and one of 167 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 6% by experience at Truist Advisory Services
OfficeAugusta, GA
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
- 2009 – 2015Wells Fargo Clearing Services, LLCPreviously
Contact Cassandra
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Cassandra. Augusta, GAOffice · Get directions Firm websitewww.truist.com/wealth/tas-disclosureIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Cassandra
Tailored to Cassandra’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cassandra
How do I contact Cassandra?
Call Truist Advisory Services at (800) 874-4770 and ask for Cassandra Devore. Cassandra works from the Augusta, GA office.
How long has Cassandra been a financial advisor?
Cassandra has been in the industry since 1992, about 34 years. Top 6% by experience at Truist Advisory Services.
What licenses does Cassandra hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Cassandra a fiduciary?
Cassandra is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cassandra paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Cassandra for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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