Unclaimed
Devrin Avant has been in the financial industry since August 12, 1987. Devrin is currently registered with the state of North Carolina as an Investment Advisor Representative for Capital Investment Advisory Services, LLC. Devrin is also registered with the state of Florida, New York, North Carolina, South Carolina, and Tennessee as a Broker. Prior to joining Capital Investment Advisory Services, LLC, Devrin worked for Park Avenue Securities LLC, Guardian Investor Services Corporation, BNL Securities Inc., and Focus Securities, Inc. Devrin is a Series 6, Series 22, Series 63, and Series 65 licensed professional. Devrin provides financial planning, pension consulting, and selection of other advisors services 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
01/02/2013 - Present
Capital Investment Advisory Services, LLC (RALEIGH NC)
NY
05/03/1999 - 08/23/2004
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
01/04/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/28/1988 - 12/31/1988
BNL SECURITIES INC.
NA
08/10/1987 - 11/17/1988
FOCUS SECURITIES, INC.
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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