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Charles K. Debenon

LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX 77339
Some features on this profile are disabled
CRD#: 4699051
CD

Professional summary

Charles Kendall Debenon JR., who also goes by Chuck Debenon, is a registered financial advisor currently at LIFEPLAN FINANCIAL SERVICES, LP located in Kingwood, Texas.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Charles has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chuck Debenon

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Kendall Debenon JR.'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

June 1, 2011 - Present

LIFEPLAN FINANCIAL SERVICES, LP

Office #1: 1521 Green Oak Place #194, Kingwood, TX 77339
RIA
CRD#: 156548
Kingwood, TX
Past

December 8, 2009 - February 4, 2011

OSAIC FS, INC.

RIA
CRD#: 3870
HUMBLE, TX
Past

December 8, 2009 - February 4, 2011

OSAIC FS, INC.

BD
CRD#: 3870
HUMBLE, TX
Past

February 10, 2006 - December 4, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
HUMBLE, TX
Past

September 3, 2003 - December 4, 2009

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
HUMBLE, TX

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
Tennessee
(1/5/2023)
IAR
Texas
(6/1/2011)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/2/2003
General Securities Representative Examination

Current Firm

LF
LIFEPLAN FINANCIAL SERVICES, LP
LIFEPLAN FINANCIAL SERVICES, LP

CRD#: 156548 / SEC#:

Tennessee
Registered Investment Advisory firm - (1/3/2023 Approved)
Texas
Registered Investment Advisory firm - (6/1/2011 Approved)
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Contact information

Main Address
1521 Green Oak Place #194, Kingwood, TX 77339
Mailing Address
Phone number
(281) 446-7667
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts236
AUM (Assets Under Management)$ 75,392,418

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

LIFEPLAN FINANCIAL SERVICES, LP

CRD#: 156548Kingwood, TX 77339

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