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Deborah Kelley Neumann

Bass AND Bell, Inc.

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About Deborah Kelley Neumann

Deborah Neumann is an investment advisor representative with Bass And Bell, Inc. located in LITTLE ROCK, AR. Deborah has been in the industry for over 35 years and has experience with portfolio management for individuals and businesses. Deborah's expertise lies in providing investment advice to charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Deborah also holds the Series 63, Series 65, and Series 7 licenses.

Firm Information

Deborah Neumann is currently registered with Bass AND Bell, Inc.. Bass AND Bell, Inc. is a Little Rock, Arkansas-based investment advisor with approximately $874 million in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, pension plans, and charitable organizations. They specialize in pension consulting and have over 1,100 accounts. The firm's website is www.bassandbell.com.
Bass AND Bell, Inc.

1 INFORMATION WAY

LITTLE ROCK, AR 72202

$874.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Deborah Neumann’s Registration & Firm History

AR

05/01/2019 - Present

Bass AND Bell, Inc. (LITTLE ROCK AR)

AR

02/05/2014 - 04/02/2019

RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)

AR

02/01/2003 - 02/07/2014

STEPHENS (LITTLE ROCK AR)

NY

12/05/1985 - 02/04/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Kelley Neumann.
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