Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Taylor Ward Sharrah is a financial professional with over 19 years of experience in the securities industry. Devon is currently registered with Raymond James & Associates, Inc. Devon is also registered as an investment advisor representative in Louisiana. Previously, Devon worked at MORGAN KEEGAN & COMPANY, INC., and AMSOUTH INVESTMENT SERVICES, INC.. Devon holds the Series 7, Series 63 and SIE licenses. Devon specializes in a variety of investment products and services for individuals, families, and businesses. Devon's goal is to help clients reach their financial goals through personalized investment strategies.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (SHREVEPORT LA)
LA
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SHREVEPORT LA)
LA
10/08/2004 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (SHREVEPORT LA)
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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