Joshua
Devry

Pruco Securities, LLC

CRD#6659686
Investment Advisor
in Sherman Oaks, CA

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About this Advisor

Joshua Devry is a financial advisor based in Sherman Oaks, California, working with Pruco Securities, LLC. Joshua has previously held positions at Pruco Securities, LLC, Sophie'S Place, Pierside Kitchen & Bar, and Prudential Insurance Company Of America. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Joshua is part of Pruco Securities, LLC, which operates out of Sherman Oaks, California. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15303 Ventura Boulevard Suite 1550
Sherman Oaks, CA 91403

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

CA Average: $10,121,009,343
Total Number of Employees

2,700

CA Average: 92
Total Number of Accounts

113,575

CA Average: 6,978
Average Account Size

$144,211

CA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Joshua Devry Work History

2016 - Present (8 years)

Pruco Securities, LLC

2016 - Present (8 years)

Prudential Insurance Company Of America

2015 - 2015 (< 1 year)

Pierside Kitchen & Bar

2012 - 2017 (5 years)

Sophie'S Place

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Devry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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