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Richard Lee Devoe

SECURITY CREDIT SERVICES, LLC·OXFORD, Mississippi
SIE, Series 7, Series 63, Series 65CFPClean record20 years registeredSECURITY CREDIT SERVICES, LLC
2653 WEST OXFORD LOOP, OXFORD, MS 38655CRD# 3229112Firm CRD# 154737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lee Devoe · OXFORD, MS
Registration
CRD #3229112 · SECURITY CREDIT SERVICES, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

BARNES PETTEY FINANCIAL ADVISORS, LLC
Feb 2007 – present
BARNES PETTEY FINANCIAL ADVISORS
Nov 2005 – Feb 2007
OXFORD, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · November 30, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SECURITY CREDIT SERVICES, LLC
CRD 154737 · SEC 801-72182
AUM
$19M
Regulatory assets under management
Employees
15
9 client accounts
Services offered by SECURITY CREDIT SERVICES, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SECURITY CREDIT SERVICES, LLC →
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05

Frequently Asked Questions

What services does Richard Lee Devoe offer?
Richard Lee Devoe specializes in Retirement Planning. Contact their office in OXFORD, Mississippi for a consultation.
What are Richard Lee Devoe's credentials?
Richard Lee Devoe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Richard Lee Devoe located?
Richard Lee Devoe is based in OXFORD, Mississippi, working with SECURITY CREDIT SERVICES, LLC. Their office serves clients in the OXFORD metropolitan area and surrounding communities.
How does Richard Lee Devoe charge for services?
Richard Lee Devoe's firm is compensated through percentage of aum, commissions, performance-based fees, other: debt collection fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SECURITY CREDIT SERVICES, LLC?
SECURITY CREDIT SERVICES, LLC has approximately 15 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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