Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
30yrs
Terry Devore
Full name on record: Terry Lee Devore
Financial advisor at Cambridge Investment Research Advisors
Based in Tulsa, Oklahoma, Terry Devore is a fiduciary financial advisor with 30 years of industry experience. Terry has been with Cambridge Investment Research Advisors since 2020; before that, Terry spent four years at Cetera Advisors and 16 years at Securian Financial Services. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 17% by experience nationwide
Office2100 S Utica Ave Suite 300, Tulsa, OK 74114
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
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
- 2020 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2016 – 2020Cetera Advisors LLCPreviously
- 2001 – 2016Securian Financial Services, Inc.Previously
Contact Terry
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Terry. 2100 S Utica Ave Suite 300Tulsa, OK 74114Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Terry
Tailored to Terry’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 Terry
How do I contact Terry?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Terry Devore. Terry works from the Tulsa, OK office.
How long has Terry been a financial advisor?
Terry has been in the industry since 1996, about 30 years. Top 17% by experience nationwide.
What licenses does Terry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terry a fiduciary?
Terry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terry paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Terry 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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