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Devan Christopher Wyson

Forthright Partnerstm

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About Devan Christopher Wyson

Devan Wyson is a financial advisor, currently registered with Forthright Partners in Las Vegas, Nevada. Devan has been a financial professional since 2008, having worked with a variety of firms including LPL Financial LLC and CUSO Financial Services.

Firm Information

Devan Wyson is currently registered with Forthright Partnerstm. Forthright Partners is a financial advisory firm offering a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals. The firm has 2 investment advisor representatives and 1 licensed agent. They offer phone-based counseling sessions as part of their services.

Not reported

Assets Under Management

20

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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phone-based counseling sessions

Phone-based counseling sessions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational workshops

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Devan Wyson’s Registration & Firm History

NV

01/27/2022 - Present

Forthright Partnerstm (LAS VEGAS NV)

NV

09/21/2016 - 07/01/2021

LPL FINANCIAL LLC (LAS VEGAS NV)

NV

01/31/2013 - 09/09/2016

CUSO FINANCIAL SERVICES, L.P. (LAS VEGAS NV)

UT

02/15/2012 - 12/31/2012

COMMONWEALTH FINANCIAL NETWORK (ST. GEORGE UT)

UT

11/01/2011 - 02/23/2012

LPL FINANCIAL LLC (ST. GEORGE UT)

NV

01/21/2008 - 10/17/2011

METLIFE SECURITIES INC. (LAS VEGAS NV)

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Licenses & Designations

BOTH

Issued 12/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/18/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Devan Christopher Wyson.
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