Debrah L. Nocito

MC FINANCIAL SERVICES

Louisville, KY

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CRD#: 7351575

Professional summary

Debrah Lee Nocito, CLU®, who also goes by Nocito Lee Debrah, is a registered financial advisor currently at MC FINANCIAL SERVICES, INC. located in Louisville, Kentucky.

Debrah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Debrah has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nocito Lee Debrah

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.

Since 01/2013 Debrah Nocito has worked full time for MC Financial Services, Inc. as a life and health insurance. Insurance companies pay Debrah Nocito insurance commissions for life and health insurance policies where she is the agent. Her husband, Alan Nocito, is the owner of MC Financial Services. MC Financial Services is located at 9117 Felsmere Circle and is registered with the Kentucky Department of Financial Institutions as a Registered Investment Advisor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debrah Lee Nocito'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®

CLU^®

Chartered Life Underwriter

Experience

Current

June 10, 2021 - Present

MC FINANCIAL SERVICES, INC.

RIA

CRD#: 146331

Louisville, KY

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

Kentucky
(6/10/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/10/2021

Uniform Investment Adviser Law Examination

Current Firm

MC FINANCIAL SERVICES, INC.

INVESTMENT ADVISOR | MC FINANCIAL SERVICES, INC. | MC FINANCIAL SERVICES INC.

CRD#: 146331 / SEC#:

Indiana

Registered Investment Advisory firm - (5/26/2021 Approved)

Kentucky

Registered Investment Advisory firm - (6/25/2003 Approved)

Texas

Registered Investment Advisory firm - (10/23/2019 Conditional Restricted)

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Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 418-3025

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	215
AUM (Assets Under Management)	$ 61,478,411

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Debrah L. Nocito

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debrah Lee Nocito's CRS (Customer Relationship Summary).

Certified licenses

Experience

MC FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/10/2021

Current Firm

MC FINANCIAL SERVICES, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MC FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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