Unclaimed
John Kyle Devries is a financial advisor with over 35 years of experience in the industry. John Kyle Devries is currently registered with Kestra Advisory Services, LLC, where he provides investment advisory services. John Kyle Devries has been with Kestra Advisory Services, LLC since April 2016. Previously, John Kyle Devries worked with NFP Securities Inc. in Encino, California. John Kyle Devries holds the Series 7 and Series 63 licenses, along with the SIE exam. John Kyle Devries is also a Chartered Financial Consultant.
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
FL
01/26/2021 - Present
Kestra Advisory Services, LLC (Miramar Beach FL)
CA
08/12/1997 - 02/28/2007
CAPITAL ANALYSTS, INCORPORATED (ENCINO CA)
MA
02/07/1990 - 08/15/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
MN
07/31/1989 - 02/15/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1989 - 02/15/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/23/1985 - 08/11/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 03/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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