UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
41yrs
Frederic Devinney
Full name on record: Frederic Hunter Devinney
Financial advisor at American Investors
Frederic Devinney is a financial advisor in Walnut Creek, California, with 41 years in the industry. Frederic joined American Investors in 2000, after three years at Devinney, Frederick Hunter. American Investors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Walnut Creek
OfficeWalnut Creek, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$787,056
Advisors at the firm28
States licensed ?1 state
Services through American Investors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
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
Career
- 2012 – 2014Devinney, Frederick HunterPreviously
- 2000 – nowAmerican Investors CompanyCurrent firm
Contact Frederic
(925) 866-2882Firm headquarters in San Ramon, CA. Ask for Frederic. Walnut Creek, CAOffice · Get directions Firm websiteHTTPS://WWW.AMERICANINVESTORSCO.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Frederic
Tailored to Frederic’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Frederic
How do I contact Frederic?
Call American Investors at (925) 866-2882 and ask for Frederic Devinney. Frederic works from the Walnut Creek, CA office.
How long has Frederic been a financial advisor?
Frederic has been in the industry since 1985, about 41 years. Top 3% by experience in Walnut Creek.
What licenses does Frederic hold?
Series 63. Tap any license on this page to see what it allows.
Is Frederic a fiduciary?
Frederic is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Frederic paid?
American Investors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Frederic 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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