Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Devargas is a financial advisor at LPL Financial LLC in PARKER, CO. Philip has been in the financial services industry since 2005 and has been registered with the Securities and Exchange Commission (SEC) since 2011. Philip has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Philip is also a registered investment advisor (IA) in Colorado and Texas.
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.
Consulting and other non-discretionary advisory services
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.
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2
CO
10/30/2020 - Present
LPL Financial LLC (PARKER CO)
CO
02/01/2011 - 08/17/2018
PARK AVENUE SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
08/18/2006 - 12/21/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ENGLEWOOD CO)
CO
08/18/2006 - 12/21/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (ENGLEWOOD CO)
GA
06/27/2005 - 08/21/2006
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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