DT
Debra T. Targett
BENJAMIN F. EDWARDS & COMPANY
Boynton Beach, FL 33472
Some features on this profile are disabled
CRD#: 1012720
DT
Professional summary
Debra Taylor Targett, CFP®, who also goes by Debra Christine Targett, Debra Christine Taylor, is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Boynton Beach, Florida.
Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Debra has worked at 10 firms and has passed the Series 63, SIE, Series 3, Series 7 and Series 52 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
Debra Christine Targett | Debra Christine Taylor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Debra Taylor Targett's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Debra Taylor Targett's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
September 29, 2014 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
Office #1: 8794 Boynton Beach Blvd Suite 220, Boynton Beach, FL 33472RIA
BD
CRD#: 146936
Boynton Beach, FL
Current
September 26, 2014 - Present
BENJAMIN F. EDWARDS & COMPANY, INC.
Office #1: 8794 Boynton Beach Blvd Suite 220, Boynton Beach, FL 33472RIA
BD
CRD#: 146936
Boynton Beach, FL
Past
January 1, 2008 - October 1, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
BOCA RATON, FL
Past
January 1, 2008 - October 1, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
BOCA RATON, FL
Past
July 18, 1994 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
BOYNTON BEACH, FL
Past
May 18, 1992 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
BOYNTON BEACH, FL
Past
October 16, 1990 - May 21, 1992
J. B. HANAUER & CO.
BD
CRD#: 6958
PARSIPPANY, NJ
Past
October 17, 1988 - January 30, 1989
LASALLE FINANCIAL SERVICES, INC.
BD
CRD#: 20373
Past
June 27, 1984 - June 22, 1988
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
December 27, 1983 - July 6, 1984
RICHARDSON GREENSHIELDS SECURITIES INC.
BD
CRD#: 3178
Past
June 27, 1983 - August 7, 1985
HERETH, ORR & JONES, INC.
BD
CRD#: 7210
Past
June 5, 1982 - July 5, 1983
HANAUER, STERN & COMPANY,INCORPORATED
BD
CRD#: 7077
Past
January 21, 1982 - May 26, 1982
DONALD SHELDON & CO., INC.
BD
CRD#: 6966
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENJAMIN F. EDWARDS & COMPANY, INC.
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
CRD#: 146936 / SEC#: 801-71421, 8-68023
RIA
Registered Investment Advisory firm - SEC (5/6/2010 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/19/2017)
RR
California(9/26/2014)
RR
Colorado(7/19/2016)
RR
Connecticut(9/26/2014)
RR
Florida(9/26/2014)
IAR
Florida(9/29/2014)
RR
Georgia(9/26/2014)
RR
Idaho(3/12/2019)
RR
Illinois(9/26/2014)
RR
Kansas(7/17/2017)
RR
Maryland(9/26/2014)
RR
Massachusetts(9/26/2014)
RR
Michigan(9/26/2014)
RR
Minnesota(9/26/2014)
RR
Missouri(9/26/2014)
RR
Montana(9/26/2014)
RR
New Hampshire(9/26/2014)
RR
New Jersey(9/26/2014)
RR
New York(9/26/2014)
RR
North Carolina(4/15/2016)
RR
Ohio(5/18/2018)
RR
Oregon(9/26/2014)
RR
Pennsylvania(9/26/2014)
RR
South Carolina(9/26/2014)
RR
Texas(4/4/2016)
IAR
Texas(1/8/2019)
RR
Vermont(9/26/2014)
RR
Virginia(9/26/2014)
RR
West Virginia(11/1/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BENJAMIN F. EDWARDS & COMPANY, INC.
BENJAMIN F. EDWARDS | MSHB, LLC | MSHB | BENJAMIN F. EDWARDS & COMPANY, LLC | BENJAMIN F. EDWARDS & COMPANY, INCORPORATED | BENJAMIN F. EDWARDS & COMPANY, INC. | BENJAMIN F. EDWARDS & COMPANY
CRD#: 146936 / SEC#: 801-71421, 8-68023
RIA
Registered Investment Advisory firm - SEC (5/6/2010 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105
Mailing Address
One North Brentwood Blvd, Suite 850, St. Louis, MO 63105
Phone number
(314) 726-1600
Established
Missouri since 08/19/2008
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
736
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BENJAMIN EDWARDS, INC. | OWNER | |
| BRANDSTADT, TODD HEINRICH | DIRECTOR/DIRECTOR OF BRANCHES | 2631699 |
| EDWARDS, BENJAMIN FRANKLIN | DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES | 6670972 |
| EDWARDS, BENJAMIN FRANKLIN IV | CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT | 1061490 |
| EGGLESTON, BROOKE DANIELLE | DIRECTOR/CHIEF HUMAN RESOURCE OFFICER | 7528898 |
| KELLER, CHRISTOPHER M | DIRECTOR/DIRECTOR OF BUSINESS SERVICES | 4346617 |
| MARTIN, THOMAS HAYDEN JR | DIRECTOR/CHIEF FINANCIAL OFFICER | 1459719 |
| MUCKLER, MATTHEW PAUL | CHIEF COMPLIANCE OFFICER, ADVISORY | 4762147 |
| RUBENSTEIN, DOUGLAS DAVID | DIRECTOR/SENIOR ADVISOR TO THE CHAIRMAN | 1138380 |
| STEVENS, KATELYN CLARE | CHIEF COMPLIANCE OFFICER, BROKERAGE | 5752247 |
| TAYLOR, GWENDOLYN MADISON | DIRECTOR/CHIEF LEGAL COUNSEL | 4812432 |
| WHITING, CHRISTOPHER MARK | DIRECTOR OF FINANCIAL STRATEGIES GROUP | 2242513 |
| WISDOM, BILLY JOE | DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES | 1810908 |
Regulatory assets under management
| Total Number of Accounts | 49,475 |
| AUM (Assets Under Management) | $ 15,656,482,908 |
Disclosures
| Regulatory Event | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 01/23/2025 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BENJAMIN F. EDWARDS & COMPANY, INC.
CRD#: 146936Boynton Beach, FL 33472TRUST BUT VERIFY
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Contact information
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