Aalok Devkota, financial advisor Irvine CA

Aalok Devkota

CRD Number: 6723711
Current Firm: Devkota Capital Advisors

Aalok Devkota (CRD# 6723711) is an Investment Advisor Representative working at Devkota Capital Advisors in Irvine, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Devkota Capital Advisors Dublin, CA Jan 2018 - Current 4
Self-employed Dublin, CA Jan 2018 - Mar 2019 1
Markel Corp. Richmond, VA Nov 2007 - Oct 2018 10
Strategic Advisors, Inc. San Leandro, CA Oct 2016 - Jul 2018 1
Abundance Insurance Solutions, Inc. San Leandro, CA Mar 2017 - Jan 2018 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Aalok Devkota
Phone Number: 402-770-4165
Registered State(s):
  • CA
  • TX
Current Firm Details
Devkota Capital Advisors
Firm's CRD Number: 292346
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $217,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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