Put Devan's experience to work for you.
"As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. "
Devan Vellios
Wealth Management Advisor
LPL Financial (LPL)
Contact Devan: Devan Vellios
View Portfolio: Devan Vellios
Devan Vellios
Wealth Management Advisor
LPL Financial (LPL)
at Ventura County Credit Union
820.234.8790
- Serving members in Ventura, Oxnard, RiverPark and Port Hueneme, CA
- FINRA Series 7, 66 licenses, the California Life and Health insurance license. CA Insurance License #0E91996. Securities licensed in CA.
- Resides in Oxnard with wife Jessie
- 20 years of experience in the financial industry
As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. This is done with consideration of their risk tolerance, time horizon, and liquidity needs.
Contact Devan
Complete this short form to set up a complimentary, no-obligation consultation.VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join!
Check the background of this investment professional on FINRA's BrokerCheck
Check in on your portfolio
View your stocks, mutual funds, retirement accounts, and other investments in one location.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Ventura County Credit Union (VCCU) and Ventura County Credit Union Wealth Management ARE NOT registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Ventura County Credit Union Wealth Management, and may also be employees of VCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of VCCU or Ventura County Credit Union Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |