Aalok DevkotaCRD 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.
Grove Point Advisors, LLC
Awm Capital, LLC
Aqua Capital Advisors
|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|
Total Assets Under Management4MILLIONS
Total Number of Accounts19ACCOUNTS
Average Account Value$217,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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