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.

Similar Advisors
 , financial advisor Irvine CA

CRD# 2962660
Grove Point Advisors, LLC
Similar Advisors
Brandon Averill, financial advisor Irvine CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Irvine CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.