Debra Caffrey (CRD# 2483695) is an Investment Advisor Representative working at Lpl Financial LLC in Wichita, KS and has over 17 years of experience in the finance industry. Debra Caffrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Hutchinson, KS | Jul 2021 - Current | 2 |
| Debra L Caffrey LLC | Hutchinson, KS | May 2018 - Jul 2021 | 3 |
| Reins Of Hope Therapeutic Riding, Inc. | Hutchinson, KS | Oct 2017 - Jul 2021 | 3 |
| Coldwell Banker Americana | Hutchinson, KS | Jan 2017 - Jul 2021 | 4 |
| Waddell & Reed, Inc. | Hutchinson, KS | Apr 2007 - Jul 2021 | 14 |
| Various Insurance Carriers For W&r Insurance Agencies | Hutchinson, KS | Apr 2007 - Jul 2021 | 14 |
| Debra L Caffrey | Hutchinson, KS | Sep 1999 - Jul 2021 | 21 |
| Grace Home Health Care Inc. | Hutchinson, KS | Oct 2012 - Apr 2017 | 4 |
| R.e.i.b. | Hutchinson, KS | Oct 2001 - Jan 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- KS
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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