Debra A. Hartsfield
Professional summary
Debra Ann Hartsfield, CFP®, ChFC®, who also goes by Debra Hartsfield, Debra A Poe, is a registered financial advisor currently at DPH FINANCIAL located in Pearland, Texas.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Debra has worked at 9 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Debra Ann Hartsfield's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2021
Experience
September 3, 2015 - Present
DPH FINANCIAL
February 18, 2011 - February 12, 2016
BARRINGTON FINANCIAL ADVISORS, INC.
October 29, 2008 - June 25, 2009
RIDGEBACK CAPITAL MANAGEMENT
October 10, 2008 - June 22, 2009
RESOURCE HORIZONS GROUP LLC
March 29, 2006 - October 19, 2006
ON INVESTMENT MANAGEMENT CO
March 1, 2006 - October 19, 2006
THE O.N. EQUITY SALES COMPANY
March 12, 2001 - December 16, 2005
BARRINGTON FINANCIAL ADVISORS, INC.
September 19, 1997 - December 31, 2005
CETERA WEALTH SERVICES, LLC
January 20, 1995 - March 29, 1996
IDS LIFE INSURANCE COMPANY
January 20, 1995 - March 29, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/3/2015)
Exams
Current Firm
DPH FINANCIAL
CRD#: 174893 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 2,134,840 |
Red Flags
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