Put Devan's experience to work for you.
"As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. "
Devan Vellios
Wealth Management Advisor
CUSO Financial Services, L.P.**
Contact Devan: Devan Vellios
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Devan Vellios
Wealth Management Advisor
CUSO Financial Services, L.P.
at Ventura County Credit Union
820.234.8790
- Serving members in Ventura, Oxnard, RiverPark and Port Hueneme, CA
- FINRA Series 7, 66 licenses, the California Life and Health insurance license. CA Insurance License #0E91996. Securities licensed in CA.
- Resides in Oxnard with wife Jessie
- 20 years of experience in the financial industry
As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. This is done with consideration of their risk tolerance, time horizon, and liquidity needs.
Contact Devan
Complete this short form to set up a complimentary, no-obligation consultation.VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join!
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**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.