Kerrie J. Debbs
Professional summary
Kerrie Jeanne Debbs, CFP®, who also goes by Kerrie J Wagner, Kerrie Jeanne Wagner, is a registered financial advisor currently at FARTHER located in Apex, North Carolina.
Kerrie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Kerrie has worked at 4 firms and has passed the Series 66, Series 63, Series 3, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kerrie Jeanne Debbs's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
October 1, 2025 - Present
FARTHER
March 2, 2020 - October 7, 2025
MAIN STREET FINANCIAL SOLUTIONS, LLC
July 12, 2012 - July 1, 2020
MAIN STREET FINANCIAL SOLUTIONS, LLC
April 19, 2006 - July 6, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 2, 2006 - July 6, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 15, 1990 - June 16, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
FARTHER
CRD#: 302050 / SEC#: 801-116721
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2025)
(10/1/2025)
Exams
Series 55
Date: 5/25/1999
Limited Representative-Equity Trader ExamCurrent Firm
FARTHER
CRD#: 302050 / SEC#: 801-116721
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,245 |
| AUM (Assets Under Management) | $ 7,523,810,877 |
Red Flags
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