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Advisors / Virginia / Forest
28yrs

Ronald Devos

Financial advisor at Cambridge Investment Research Advisors

Based in Forest, Virginia, Ronald Devos is a fiduciary financial advisor with 28 years of industry experience. Ronald has been with Cambridge Investment Research Advisors since 2014; before that, Ronald spent two years at Capital Choice Investment Advisers. 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 36 advisors with offices in Forest, and one of 35 fiduciaries.

Forest, VA 24538Top 19% by experience in ForestFiduciary advisor

At a glance

Experience28 years (since 1998)
How that compares ?Top 19% by experience in Forest
Office1134 Thomas Jefferson Road Suite 2, Forest, VA 24538
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2014 – now
  2. 2012 – 2014
    Capital Choice Investment Advisers, Inc.Previously

Questions to ask Ronald

Tailored to Ronald’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Ronald

How do I contact Ronald?

Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Ronald Devos. Ronald works from the Forest, VA office.

How long has Ronald been a financial advisor?

Ronald has been in the industry since 1998, about 28 years. Top 19% by experience in Forest.

What licenses does Ronald hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ronald a fiduciary?

Ronald is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ronald 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 Ronald 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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