Debra L. Popovich
Professional summary
Debra Lynn Popovich, who also goes by Debra Lynn Alvara, Debra Lynn Flores, Debra Lynn Hunt, Debra Lynn Popovich, Debra Lynn Shehee, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fullerton, California.
Debra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Debra has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Debra Lynn Popovich's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2019 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1370 N. Brea Blvd, Ste 108, Fullerton, CA 92835October 20, 2014 - January 17, 2018
LPL FINANCIAL LLC
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2019)
Exams
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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