Unclaimed
Devyn Duex is a registered investment advisor representative with Captrust. Devyn has been in the financial services industry since 2006. Devyn holds Series 6, Series 63, and Series 65 licenses. Devyn previously worked with LPL Financial LLC, NRP FINANCIAL, INC., and BRECEK & YOUNG ADVISORS, INC. Devyn specializes in retirement planning, financial planning, and portfolio management. Devyn is also a founder, president, and artistic director for Nebula Dance Lab, a non-profit dance company.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/07/2015 - Present
Captrust (SANTA BARBARA CA)
CA
11/30/2010 - 05/21/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
CA
02/13/2008 - 11/30/2010
NRP FINANCIAL, INC. (SANTA BARBARA CA)
CA
07/14/2006 - 06/26/2008
BRECEK & YOUNG ADVISORS, INC. (SANTA BARBARA CA)
IA
Issued 12/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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