Debra Fields, financial advisor Westlake Village CA
90 score

Debra Fields

CRD Number: 3049831
Current Firm: Fmb Wealth Management

Debra Fields (CRD# 3049831) is an Investment Advisor Representative working at Fmb Wealth Management in Westlake Village, CA and has 1 year of experience in the finance industry. Debra Fields 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.

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Professional Designations
Company Name Location Dates Years
Fmb Retirement Services Westlake Village, CA Jun 2012 - Current 4
Fmb Wealth Management Westlake Village, CA May 2001 - Current 15
Soho Financial Services Westlake Village, CA Feb 2014 - May 2014 < 1

Debra Fields has no recent exams reported.
Contact Info for Debra A. Fields
Phone Number: 805-446-4494
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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

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