Deborah
Ellis
Investor Fan
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About this Advisor
Deborah Ellis is a financial advisor based in Granada Hills, California, working with Investor Fan. Deborah has previously held positions at Investor'S Fiduciary Advisor Network, LLC, Blend Financial, Inc Dba Origin Financial, and Cogent Independent Advisors, Inc. Deborah has passed the Series 66 regulatory exam and is registered to provide services in California and Hawaii. Currently, Deborah is part of Investor Fan, which operates out of Granada Hills, California. The firm has 8 offices and 8 employees. The firm manages assets totaling $255.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Investor Fan includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investor Fan Brokerage Details
$255,405,413
8
1,060
$240,949
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Deborah Ellis Work History
Investor'S Fiduciary Advisor Network, LLC
Blend Financial, Inc Dba Origin Financial
Cogent Independent Advisors, Inc
Disclosures
Please visit the SEC profile of Deborah Ellis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investor Fan
Burien, WA
Coeur D'Alene, ID
Upland, IN
Boise, ID
Granada Hills, CA
Moraga, CA
Big Timber, MT
La Grande, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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