Mariner
46yrs
Top advisor by experience at Mariner
21yrs
Devan Vellios has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Ventura, California. After two years at Cuso Financial Services and four years at Citigroup Global Markets, Devan joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 88 advisors with offices in Ventura, and one of 78 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors nationwide
Office6026 Telephone Road, Ventura, CA 93003
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- Jun 2023 – May 2025Cuso Financial Services, L.P.Previously
- 2019 – 2023Citigroup Global Markets Inc.Previously
- Apr 2017 – Sep 2018Edward JonesPreviously
Contact Devan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Devan. 6026 Telephone RoadVentura, CA 93003Office · Get directions Facebook pageLPL Financial
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Questions to ask Devan
Tailored to Devan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devan
How do I contact Devan?
Call LPL Financial at (704) 733-3300 and ask for Devan Vellios. Devan works from the Ventura, CA office.
How long has Devan been a financial advisor?
Devan has been in the industry since 2005, about 21 years. More experience than 64% of advisors nationwide.
What licenses does Devan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Devan a fiduciary?
Devan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Devan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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