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Devon Riley Alpe

David Lukas Financial

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About Devon Riley Alpe

Devon Alpe is a financial advisor with David Lukas Financial, located in North Little Rock, AR. Devon is a registered Investment Advisor Representative and holds a Series 63, Series 65 and Series 6TO. Devon has been in the financial services industry since 2021. Devon specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. David Lukas Financial provides portfolio management for individuals and businesses.

Firm Information

Devon Alpe is currently registered with David Lukas Financial. David Lukas Financial is an investment advisory firm with 5 investment adviser representatives and 1 licensed agent. The firm manages approximately $73,176,259 in assets for 351 clients, primarily individuals. They offer financial planning, portfolio management for individuals, educational seminars, and selection of other advisers.

$73.18M

Assets Under Management

Not reported

Total Clients

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Devon Alpe’s Registration & Firm History

AR

07/26/2024 - Present

David Lukas Financial (NORTH LITTLE ROCK AR)

AR

09/04/2022 - 06/28/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 07/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2022

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

BC

Issued 05/04/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Devon Riley Alpe.
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