Devan Wyson, financial advisor Pahrump NV
96 score

Devan Wyson

CRD Number: 5474471
Current Firm: Cuso Financial Services, LP

Devan Wyson (CRD# 5474471) is an Investment Advisor Representative working at Cuso Financial Services, LP in Pahrump, NV and has over 8 years of experience in the finance industry. Devan Wyson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cuso Financial Services, LP San Diego, CA Jan 2013 - Current 3
One Nevada Credit Union Las Vegas, NV Jan 2013 - Current 3
Commonwealth Financial Network Waltham, MA Feb 2012 - Dec 2012 < 1
Wyson Financial St. George, UT Oct 2011 - Dec 2012 1
Metlife Securities Inc. Las Vegas, NV Jan 2008 - Oct 2011 3
Silver State Schools Credit Union Henderson, NV Oct 2007 - Jan 2008 < 1
Best Buy Las Vegas, NV Jan 2007 - Oct 2007 < 1
Lds Church Atlanta, GA Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Devan C. Wyson
Phone Number: 858-530-4400
Firm Website: https://cusonet.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    1,812
    MILLIONS
  • Total Number of Accounts
    14,085
    ACCOUNTS
  • Average Account Value
    $128,623
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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