Debra Charpentier, financial advisor Bakersfield CA
93 score

Debra Charpentier

CRD Number: 1914033
Current Firm: Lincoln Financial Advisors Corporation

Debra Charpentier (CRD# 1914033) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Bakersfield, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Bakersfield, CA Dec 1988 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Debra Charpentier
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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