Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Elise Killian is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Devon has over 15 years of experience in the financial services industry. Devon specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
07/16/2024 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
01/08/2021 - 04/17/2024
TRUIST INVESTMENT SERVICES, INC. (MONROE NC)
VA
01/02/2018 - 03/12/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/06/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MONROE NC)
NC
06/25/2013 - 07/03/2017
P.J. ROBB VARIABLE CORPORATION (Charlotte NC)
NC
08/16/2010 - 04/29/2013
MORGAN STANLEY (CHARLOTTE NC)
NC
10/25/2007 - 08/20/2010
ING FINANCIAL PARTNERS, INC. (CHARLOTTE NC)
BOTH
Issued 08/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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