Debra Fehl (CRD# 4803140) is an Investment Advisor Representative working at Principal Securities, Inc. in Liberty, MO and has over 6 years of experience in the finance industry.
CRD# 4066913
Prime Capital Investment Advisors, LLC
CRD# 6578916
Avantax Advisory Services
CRD# 4413263
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stephens - Hefner Financial Partners | Liberty, MO | Aug 2019 - Current | 4 |
| Principal Life Insurance Company | Liberty, MO | May 2017 - Current | 7 |
| Principal Securities Inc. | Liberty, MO | May 2017 - Current | 7 |
| Union Financial Inc. | Liberty, MO | Mar 2021 - Oct 2023 | 2 |
| Cigna Healthcare | Overland Park, KS | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2017 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
- MO
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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