Robert Devore
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Robert Devore Email & Phone Number

Financial Advisor at Grey Oak Investments, LLC at Grey Oak Investments, LLC
Location: Springfield, Missouri, United States 9 work roles 2 schools
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Current company
Role
Financial Advisor at Grey Oak Investments, LLC
Location
Springfield, Missouri, United States
Company size

Who is Robert Devore? Overview

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Quick answer

Robert Devore is listed as Financial Advisor at Grey Oak Investments, LLC at Grey Oak Investments, LLC, a company with 2 employees, based in Springfield, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Robert Devore.

Robert Devore previously worked as Financial Advisor at Grey Oak Investments, Llc and Managing Partner at Ozarksentertainment, Llc. Robert Devore holds Business from Missouri Southern State University.

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Grey Oak Investments, LLC

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Profile bio

About Robert Devore

I personally believe that being a Financial Advisor is a career that can really help people with one of the most important aspects of their lives. Most people can help themselves get a job, buy a car, find the perfect church. In my experience, most really struggle in knowing how to set themselves up financially for their future. I know that finding someone that cares as much about their future as they do is something that is hard to find these days. I founded Grey Oak Investments with offices in Neosho and Springfield to help people ensure they are financially secure with a local touch. It also ensures they will never feel like a number lost in a line of suits at the bigger brokerage firms. I look forward to being a part of this community and being part of your family.Specialties: Managing personal 401k accounts. Evaluating 401k rollovers. Doing a snapshot and ensuring your current portfolio matches what is going on in the current economic cycle. Evaluating your finances and helping you plan on any aspect of your families future investments. Every individual is different. Make sure your money is managed that way. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Listed skills include Small Business, Investments, Sales, Fundraising, and 20 others.

Current workplace

Robert Devore's current company

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Grey Oak Investments, LLC
Grey Oak Investments, Llc
Financial Advisor at Grey Oak Investments, LLC
108 E Hickory St, Neosho,Missouri 64850,United States
Employees
2
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9 roles · 26 years

Robert Devore work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Springfield, Missouri Area

Registered with Series 7 and Series 6 licensesLife and Health Insurance MO licenseSpecializing in 401k rolloversSetting up small business profit sharing/401k plansStocksBondsAnnuitiesLife InsuranceBasically we specialize in sitting down and setting goals to match your financial dreams and needs.

Sep 2015 - Present

Managing Partner

Ozarksentertainment, Llc

Springfield, Missouri Area

BJ Richardson, and I started Ozarksentertainment, LLC out of more a need than anything else. Being a financial advisor and being active in the community brings along the opportunity to make an impact in a lot of lives. Instead of constantly having to do events with things out of our hands, we decided to get more involved. Now I can directly sit down with.

Jan 2010 - Sep 2015

Financial Advisor

Springfield, Missouri Area

Registered with Series 7 and Series 6 licensesLife and Health Insurance MO licenseSpecializing in 401k rolloversSetting up small business profit sharing/401k plansStocksBondsAnnuitiesLife InsuranceBasically we specialize in sitting down and setting goals to match your financial dreams and needs.

Apr 2008 - Sep 2015

Member Board Of Directors

Springfield Metro Rotary

Springfield, Missouri Area

Served on the board of directors for the Springfield Metro Rotary Club. Was actively involved in helping guide our club in supporting local charities and groups in need in Springfield, MO area. Very proud of this association.

Jul 2012 - Jul 2015

Volunteer

Springfield, Missouri Area

Junior Achievement of Mississippi Valley, Inc. has been dedicated to educating students about entrepreneurship, work readiness, and financial literacy through experiential, hands-on programs.

Mar 2011 - Feb 2014

Board Member

Gynca

Springfield, Missouri Area

Actively help and assists with fundraising and events with the GYNCA organization. We strive to help women in need with ovarian cancer. Save the Hoohas! Even modeled twice in their fashion show fundraising event!

2010 - 2014 ~4 yrs

Kitchen Manager

Sent to fix an ailing restaurant in Springfield, MO. Improved staffing, lowered food costs, and raised sales while at that location. Logans was a little less than expected and reminded me to leave the business!

Jul 2006 - Jul 2007

Service Manager

California Pizza Kitchen

I was basically their fix it manager. Worked in Naples in season which was one of their busiest store locations in the entire company. After season was sent to the Florida Mall location in Orlando to assist in trying to fix an ailing and fledgling store there. Was sent to KC to again assist in another underperforming store. Was local marketing contact and.

2000 - 2003 ~3 yrs

Kitchen And Foh Manager

Applebees International

Ran all aspects of the restaurant. Also worked for company for another year in 2005.

Sep 1994 - Aug 1998
2 education records

Robert Devore education

Business

Activities and Societies: Ran indoor track seasonWas offered management by Applebee's and decided to take them up on their offer. Never.

Education record

Neosho High School
FAQ

Frequently asked questions about Robert Devore

Quick answers generated from the profile data available on this page.

What company does Robert Devore work for?

Robert Devore works for Grey Oak Investments, LLC.

What is Robert Devore's role at Grey Oak Investments, LLC?

Robert Devore is listed as Financial Advisor at Grey Oak Investments, LLC at Grey Oak Investments, LLC.

Where is Robert Devore based?

Robert Devore is based in Springfield, Missouri, United States while working with Grey Oak Investments, LLC.

What companies has Robert Devore worked for?

Robert Devore has worked for Grey Oak Investments, Llc, Ozarksentertainment, Llc, Baron Financial Group, Springfield Metro Rotary, and Junior Achievement Of Mississippi Valley, Inc..

How can I contact Robert Devore?

You can use AeroLeads to view verified contact signals for Robert Devore at Grey Oak Investments, LLC, including work email, phone, and LinkedIn data when available.

What schools did Robert Devore attend?

Robert Devore holds Business from Missouri Southern State University.

What skills is Robert Devore known for?

Robert Devore is listed with skills including Small Business, Investments, Sales, Fundraising, Management, Entrepreneurship, Event Planning, and Strategic Financial Planning.

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