Umb Financial Services, Inc
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About this Advisor
Deborah Alexander is an investment advisor who works in Kansas City, Missouri. Currently a registered advisor at Umb Financial Services, Inc, Alexander has 17 years of experience in the financial advisory industry. Alexander holds a Series 63 license, designating them as a securities broker. Alexander is able to act as a financial advisor based out of Missouri. Their career trajectory has included roles at Umb Scout Brokerage Services and Umb Scout Insurance. Umb Financial Services, Inc is located in Kansas City, Missouri, and has 27 additional offices across the nation. In total, Umb Financial Services, Inc oversees $24 million in assets across 71 accounts and employs more than 70 people. The level of assets currently under the firm's management makes it one of the smaller financial advisory firms in the country. None of the advisor firm's 71 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Umb Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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Umb Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Deborah Alexander Work History
Deborah has 17 years of experience.
Umb Scout Brokerage Services
Umb Scout Insurance
Deborah Alexander has no disclosures.
Please visit their SEC profile for more details.