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Deborah W. Andrews

CUSTOM WEALTH SOLUTIONS
Cypress, TX 77429
Some features on this profile are disabled
CRD#: 2205361
DA

Professional summary


Deborah Waynell Andrews, who also goes by Debbie Andrews, is a registered financial advisor currently at CUSTOM WEALTH SOLUTIONS located in Cypress, Texas.

Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Deborah has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Debbie Andrews

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.
Andrews Financial Services; Investment related; Cypress, TX; Insurance; Owner/Agent; 07/1989; 140 hrs./month; 40 hrs. during trading; insurance sales and service.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Deborah Waynell Andrews'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®
None

Experience


Current

July 10, 2025 - Present

CUSTOM WEALTH SOLUTIONS

Office #1: 17510 Huffmeister Rd. #106, Cypress, TX 77429
RIA
CRD#: 334515
Cypress, TX
Past

February 1, 2024 - February 18, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Cypress, TX
Past

February 1, 2024 - February 18, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Cypress, TX
Past

January 10, 2019 - February 6, 2024

CETERA ADVISORS LLC

RIA
CRD#: 10299
CYPRESS, TX
Past

January 10, 2019 - February 6, 2024

CETERA ADVISORS LLC

BD
CRD#: 10299
CYPRESS, TX
Past

July 20, 2016 - January 10, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
Cypress, TX
Past

July 20, 2016 - January 10, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
CYPRESS, TX
Past

September 25, 2015 - July 28, 2016

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Cypress, TX
Past

March 19, 2010 - October 1, 2015

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
CYPRESS, TX
Past

March 19, 2010 - October 1, 2015

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
CYPRESS, TX
Past

June 2, 1993 - March 24, 2010

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
CYPRESS, TX
Past

June 2, 1993 - March 24, 2010

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
CYPRESS, TX
Past

May 11, 1992 - June 14, 1993

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA

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.

Highlighted states indicate IAR registrations

IAR
New Mexico
(10/6/2025)
IAR
Texas
(7/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/30/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CW
CUSTOM WEALTH SOLUTIONS
CUSTOM WEALTH SOLUTIONS | KL WEALTH SOLUTIONS | KAREN PONG, SOLE PROPRIETOR | KAREN LEA PONG, SOLE PROPRIETOR | K L WEALTH SOLUTIONS

CRD#: 334515 / SEC#:

New Mexico
Registered Investment Advisory firm - (9/23/2025 Approved)
Texas
Registered Investment Advisory firm - (6/23/2025 Approved)
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Contact information


Main Address
Houston, TX
Mailing Address
Phone number
(713) 724-4518
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

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


CUSTOM WEALTH SOLUTIONS

CRD#: 334515Cypress, TX 77429

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