Unclaimed
Debra Lynn Arnold is a financial advisor with LPL Financial LLC in Medford, OR. Debra has been in the financial services industry since 1996. Debra has a Series 63, Series 7 and SIE. Debra has been registered with LPL Financial LLC since 2014. Before that, Debra worked for Amerprise Financial Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Linsco/Private Ledger Corp.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
10/20/2014 - Present
LPL Financial LLC (MEDFORD OR)
OR
03/14/2013 - 11/07/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MEDFORD OR)
OR
01/01/2008 - 03/14/2013
WELLS FARGO ADVISORS, LLC (MEDFORD OR)
OR
09/24/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDFORD OR)
SC
07/06/1998 - 09/19/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
03/22/1994 - 02/27/1997
DAIN BOSWORTH INCORPORATED
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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