Debra FieldsCRD 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.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Fmb Retirement Services||Westlake Village, CA||Jun 2012 - Current||5|
|Fmb Wealth Management||Westlake Village, CA||May 2001 - Current||16|
|Soho Financial Services||Westlake Village, CA||Feb 2014 - May 2014||< 1|
Total Assets Under Management208MILLIONS
Total Number of Accounts174ACCOUNTS
Average Account Value$1,196,433
- A percentage of assets under your management
- 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)