Deborah L. Klein
Professional summary
Deborah Lynn Klein, CFP®, who also goes by Deborah Lynn Cook, Deborah Lynn Cook, is a registered financial advisor currently at AZZAD ASSET MANAGEMENT, INC. located in Falls Church, Virginia.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Deborah has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Lynn Klein's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
June 26, 2020 - Present
AZZAD ASSET MANAGEMENT, INC.
Office #1: 3141 Fairview Park Drive Suite 355, Falls Church, VA 22042-4533June 26, 2002 - July 28, 2003
PIPER SANDLER & CO.
October 1, 1997 - July 18, 2001
BANC OF AMERICA SECURITIES LLC
June 24, 1992 - October 1, 1997
MONTGOMERY SECURITIES
July 26, 1989 - June 12, 1992
LEHMAN BROTHERS INC.
February 14, 1989 - August 7, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
Primary Firm SEC Registration
AZZAD ASSET MANAGEMENT, INC.
CRD#: 111291 / SEC#: 801-57871
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2020)
(11/1/2023)
Exams
Current Firm
AZZAD ASSET MANAGEMENT, INC.
CRD#: 111291 / SEC#: 801-57871
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,515 |
| AUM (Assets Under Management) | $ 1,616,062,636 |
Red Flags
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