Debbe L. Artz
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Debbe Lin Artz, who also goes by Debbe Lin Tobin, was a registered financial professional .
Debbe is a previously registered financial professional and started their career in finance in 2004. Debbe had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 30, 2013 - May 28, 2014
WILLKATE WEALTH MANAGEMENT, LLC
June 17, 2004 - August 7, 2006
NEGEV FINANCIAL ADVISORS
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
WILLKATE WEALTH MANAGEMENT, LLC
CRD#: 167109 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 152 |
| AUM (Assets Under Management) | $ 43,540,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
