Devereaux PhelpsCRD Number: 1308993
Current Firm: Valic Financial Advisors, Inc.
Devereaux Phelps (CRD# 1308993) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Linthicum Heights, MD and has over 23 years of experience in the finance industry.
Commonwealth Financial Network
Planning Solutions Group, LLC
Summit Financial Group Inc.
|Valic Financial Advisors||Linthicum, MD||Apr 2013 - Current||4|
|Unemployed||Bethesda, MD||Oct 2012 - Mar 2013||< 1|
|Access Capital Management||Vienna, VA||Apr 2010 - Oct 2012||2|
|United Bank||Vienna, VA||Oct 2007 - Apr 2010||2|
|Pnc Advisors||Washington, DC||Aug 2004 - Oct 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV