CD
Charles K. Debenon
LIFEPLAN FINANCIAL SERVICES, LP
Kingwood, TX 77339
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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.
1) CHARLES DEBENON, 510 E MAIN ST, HUMBLE, TX 77338, INSURANCE, OWNER/AGENT, OFFERING DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE, START DATE 08/09, 5 HPM, 1 HPM DURING TRADING HRS. HUMBLE-KINGWOOD BUSINESS SERVICES, 510 E MAIN ST, HUMBLE, TX 77338, TAX PREPARATION, NOT INVESTMENT RELATED, OWNER/MANAGER, TAX CONSULTANT/PREPARATION, START DT 02/06, 100 HPM, 100 HPM DURING TRADING HRS. 2) DeBenon Insurance Services LLC; Legal name: LifePlan Financial Services LP; investment related: Yes; Location of the business: 1521 Green Oak Place, Suite 194 Kingwood TX 77339 United States; Description of the business: The business is a Texas LLC that has plans to become a licensed Texas life insurance agency by the end of 2025. The LLC currently has independent insurance agents (myself and my son) who are also managing members. However, such members are currently offering insurance products and advice independently of the LLC.; Position Title: Managing Member; Responsibilities Duties: Manage the business and sell the following insurance products through the business once it becomes a licensed Texas life insurance agency: Fixed annuities, Fixed index annuities, term life insurance, universal or index life insurance with long term care riders and disability insurance. ; Start date: 2025-01-13 Hours per month devoted to business during trading hours: 0.1; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0.5;
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®
NoneExperience
Current
June 1, 2011 - Present
LIFEPLAN FINANCIAL SERVICES, LP
Office #1: 1521 Green Oak Place #194, Kingwood, TX 77339RIA
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
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 75,392,418 |
Red Flags
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Company Information
LIFEPLAN FINANCIAL SERVICES, LP
CRD#: 156548Kingwood, TX 77339TRUST BUT VERIFY
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