Devon Michael Dunagan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 03/2023
  Columbia Bank
  Salem, OR
• 06/2021 → 10/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 09/2020 → 06/2021
  Adventist Health
  Lincoln City, OR
• 09/2017 → 09/2020
  Oregon State University
  Corvallis, OR
• 07/2017 → 03/2018
  Oregon State University Seed Laboratory
  Corvallis, OR
• 07/2015 → 05/2018
  Cornelius Construction
  Bend, OR
• 06/2021 → 10/2023
  Cetera Investment Advisers Llc
  Salem, OR
• 06/2021 → Present
  Columbia Bank
  Salem, OR
• 10/2023 → Present
  Raymond James Financial Services, Inc.
  Salem, OR
• 10/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Salem, OR

Previous Registrations

• 2021-12-07 → 2023-10-18
  Cetera Investment Advisers Llc
  Salem, OR

Other Businesses

(1)Name of Business: Columbia Wealth Advisors Address: 550 Center St NE, Salem, OR, 97301-3746, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/07/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth Advisor

Exams

• S66 Uniform Combined State Law Examination
  2021-12-06