Debra Mowery, financial advisor Harrisonburg VA
93 score

Debra Mowery

CRD Number: 6042043
Current Firm: Investment Advisors

Debra Mowery (CRD# 6042043) is an Investment Advisor Representative working at Investment Advisors in Harrisonburg, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities Inc. Harrisburg, VA Nov 2016 - Current 1
Park View Federal Credit Union Harrisonburg, VA Oct 2016 - Current 1
First Financial Services Harrisonburg, VA Oct 2016 - Current 1
Mass Mutual Harrisonburg, VA Feb 2015 - Oct 2016 1
Metlife Securities Harrisonburg, VA Feb 2015 - Jul 2016 1
Everence Trust Company Goshen, IN Aug 2012 - Jan 2015 2
Proequities, Inc. Harrisonburg, VA Mar 2012 - Jan 2015 2
Massanutten Regional Library Harrisonburg, VA Apr 2008 - Dec 2011 3
James Madison University Harrisonburg, VA Jan 2000 - Jan 2011 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Debra L. Mowery
Phone Number: 800-288-3035
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    2,788
    MILLIONS
  • Total Number of Accounts
    17,256
    ACCOUNTS
  • Average Account Value
    $161,538
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VI, 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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