Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Lynn Clark is a financial professional with over 30 years of experience in the financial services industry. Debra has a strong background in providing comprehensive financial planning and investment advisory services to individuals, families, and businesses. Debra is registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Debra has held previous positions with firms such as Hornor, Townsend & Kent, LLC, Equity Services, Inc., Sentinel Financial Services Company, A. G. Edwards & Sons, Inc., and First Albany Corporation. Debra holds the Series 63, 65, and 24 securities licenses. Debra's areas of expertise include financial planning, retirement planning, college savings, estate planning, and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/31/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CT
05/19/2010 - 10/31/2023
HORNOR, TOWNSEND & KENT, LLC (WILTON CT)
NY
02/26/2001 - 05/12/2010
EQUITY SERVICES, INC. (NEW YORK NY)
VT
03/31/1998 - 02/26/2001
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
VT
12/01/1993 - 12/04/1998
EQUITY SERVICES, INC. (MONTPELIER VT)
MO
09/14/1990 - 07/20/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/22/1989 - 09/14/1990
FIRST ALBANY CORPORATION (NEW YORK NY)
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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