Online Banking Registration Online Banking FAQs
Online Banking Registration
Online Banking FAQs

Devan Vellios

Wealth Management Advisor
CUSO Financial Services, L.P.
Serving Ventura, Port Hueneme, Oxnard & RiverPark

Contact Devan: Devan Vellios
David Kanongataa Devan Vellios Gina O'Callaghan

Put Devan's experience to work for you.

"As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. "

Picture1

Devan Vellios

Wealth Management Advisor
CUSO Financial Services, L.P.
at Ventura County Credit Union
820.234.8790
 

  • Serving members in Ventura, Oxnard, RiverPark and Port Hueneme
  • FINRA Series 7, 66 licenses, the California Life and Health insurance license. CA Insurance License #0E91996. Securities licensed in CA.
  • Resides in Oxnard with wife Jessie
  • 20 years of experience in the financial industry

As a financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals. This is done with consideration of their risk tolerance, time horizon, and liquidity needs.
 

VCCU is a full-service, Southern California credit union with branches in Ventura, Port Hueneme, Oxnard, RiverPark, Camarillo, Thousand Oaks, Simi Valley and Moorpark. If you live, work or attend school in Ventura or Santa Barbara Counties, you are eligible to join! 

 

 

Check the background of this investment professional on FINRA's BrokerCheck

FINRA's BrokerCheck Logo

Check in on your portfolio

View your stocks, mutual funds, retirement accounts, and other investments in one location.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Ventura County Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.