Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® Email & Phone Number
@wealthdevelopmentstrategies.com
1 phone found area 713
LinkedIn matched
Who is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®? Overview
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Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® is listed as President & CEO at Wealth Development Strategies, LLC at Wealth Development Strategies, LLC, a with 39 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at wealthdevelopmentstrategies.com, phone signal with area code 713, and a matched LinkedIn profile for Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®.
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® previously worked as President and Chief Executive Officer at Wealth Development Strategies, Llc and COO & Managing Director at Wealth Development Strategies, Llc. Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® holds Certificate For Certified Private Wealth Advisor® from Yale School Of Management.
Email format at Wealth Development Strategies, LLC
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AeroLeads found 4 current-domain work email signals for Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®. Compare company email patterns before reaching out.
About Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®
Devaron Yates, a seventeen-year industry veteran, is currently the President and Chief Executive Officer of Wealth Development Strategies, LLC. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Advisory services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Wealth Development Strategies, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities, Valmark Advisers or Wealth Development Strategies, LLC and have not been approved prior to posting. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.
Listed skills include Investments, Sales Management, Financial Planning, Securities, and 1 others.
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s current company
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Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® work experience
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Coo & Managing Director
Devaron M. Yates, a ten-year industry veteran, is currently the Managing Director and Chief Operations Officer of Wealth Development Strategies, LLC. Wealth Development Strategies, one of Houston’s oldest comprehensive financial planning firms, offers personalized solutions for individuals and business professionals who wish to protect, grow and efficiently distribute their wealth. The boutique firm consists of over thirty associates who combine extensive financial experience and expertise to effect personalized client solutions. Linkedin is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. Wealth Development Strategies, LLC 4203 Montrose Blvd. Houston Texas 77006 713-561-8100. Wealth Development Strategies is unaffiliated with HTK. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
Producer
Division Manager
Senior Financial Services Rep
Registered Representative
Colleagues at Wealth Development Strategies, LLC
Other employees you can reach at wealthdevelopmentstrategies.com. View company contacts for 39 employees →
Raul Sierra
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Steve Gasaway
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Sonya Troullier
Colleague at Wealth Development Strategies, LlcGreater Houston, United States
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Gina Victor
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Tracey Perkins
Colleague at Wealth Development Strategies, LlcGreater Houston, United States
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Sandra Arredondo
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Sheila Bellow
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Miriam Bracey
Colleague at Wealth Development Strategies, LlcHouston, Texas, United States
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Kathryn Nicholson
Colleague at Wealth Development Strategies, LlcHumble, Texas, United States
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Cole Young
Colleague at Wealth Development Strategies, LlcGreater Houston, United States
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Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® education
Certificate For Certified Private Wealth Advisor®
Chartered Life Underwriter®
Certificate In Financial Planning
Bachelor'S, Electrical Engineering
Diploma
Frequently asked questions about Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® work for?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® works for Wealth Development Strategies, LLC.
What is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s role at Wealth Development Strategies, LLC?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® is listed as President & CEO at Wealth Development Strategies, LLC at Wealth Development Strategies, LLC.
What is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s email address?
AeroLeads has found 4 work email signals at @wealthdevelopmentstrategies.com for Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® at Wealth Development Strategies, LLC.
What is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 713 for Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® at Wealth Development Strategies, LLC.
Where is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® based?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® is based in Houston, Texas, United States while working with Wealth Development Strategies, LLC.
What companies has Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® worked for?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® has worked for Wealth Development Strategies, Llc, Foresters, and First Investors Corporation.
Who are Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s colleagues at Wealth Development Strategies, LLC?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®'s colleagues at Wealth Development Strategies, LLC include Raul Sierra, Steve Gasaway, Sonya Troullier, Gina Victor, and Tracey Perkins.
How can I contact Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa®?
You can use AeroLeads to view verified contact signals for Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® at Wealth Development Strategies, LLC, including work email, phone, and LinkedIn data when available.
What schools did Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® attend?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® holds Certificate For Certified Private Wealth Advisor® from Yale School Of Management.
What skills is Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® known for?
Devaron M. Yates, Cfp®, Cpwa®, Chfc®, Clu®, Cepa® is listed with skills including Investments, Sales Management, Financial Planning, Securities, and Retirement Planning.
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