Debbie Feest (CRD# 1732675) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 24 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Huntersville, NC | Mar 2024 - Current | < 1 |
Massmutual Life Insurance Company | Huntersville, NC | Mar 2024 - Current | < 1 |
Raymond James Financial Services, Inc. | Cornelius, NC | May 2021 - Mar 2024 | 2 |
Raymond James Financial Services Advisors, Inc. | Cornelius, NC | Jan 2021 - Mar 2024 | 3 |
Mcintyre, Freedman & Flynn Investment Advisers, Inc. | Hyannis, MA | Jun 2017 - Nov 2020 | 3 |
Wells Fargo Clearing Services, LLC | Hyannis, MA | Oct 2015 - May 2017 | 1 |
Unemployed | Hyannis, MA | May 2015 - Sep 2015 | < 1 |
Morgan Stanley | Hyannis, MA | Nov 2008 - Apr 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
S63 | Uniform Securities State Law Examination | Mar 2024 |
- NC
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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