Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Lumpkin is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm with offices across the United States. Debbie has been in the financial services industry since 1987. Debbie has a Series 7, Series 63, and Series 65 license, and is a Certified Financial Planner. Debbie specializes in providing investment advice to individuals, businesses, and institutions. Debbie's practice is focused on providing financial planning and portfolio management services. Debbie also offers investment consulting services to institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
08/29/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BATON ROUGE LA)
LA
06/15/1998 - 08/20/2007
CITIGROUP GLOBAL MARKETS INC. (BATON ROUGE LA)
LA
01/24/1995 - 06/22/1998
HIBERNIA INVESTMENT SECURITIES INC. (NEW ORLEANS LA)
GA
08/01/1989 - 11/13/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
03/12/1987 - 04/06/1989
FSC SECURITIES CORPORATION
GA
11/24/1982 - 04/06/1989
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
05/19/1986 - 03/17/1987
THE PLANNER'S SECURITIES GROUP, INC.
IA
Issued 09/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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