DY
CFP
DY
CFP

Devaron Maurius Yates

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
Loading...

Location

3555 Timmons Ln, Suite 910, Houston, TX, 77027

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Devaron is a managing partner at Wealth Development Strategies, a life insurance brokerage, and a registered agent at Wealth Development Strategies Investment Advisory, Inc. He also owns rental property, is a board member for Valmark and American Leadership Forum, and is president and owner of Wealth Development Strategies, where he provides financial planning services and presents educational workshops.

Employment History
Current Registrations
Valmark Securities, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Valmark Advisers, INC.
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
September 2015 - August 2021 · 5 yrs 11 mos
Hornor, Townsend & Kent, LLCBroker
September 2015 - August 2021 · 5 yrs 11 mos
Waddell & Reed
December 2013 - September 2015 · 1 yr 9 mos
Waddell & ReedBroker
December 2013 - September 2015 · 1 yr 9 mos
First Investors Advisory Services, LLC
May 2013 - December 2013 · 7 mos
First Investors CorporationBroker
November 2004 - December 2013 · 9 yrs 1 mo
State Registrations25 states
AZCACODCFLGAILKYLAMAMDMSNENYOHOKORPASCTXUTVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.