Deborah
Alexander

Umb Financial Services, Inc

CRD#4444456
Investment Advisor
in Kansas City, MO
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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

Series 63, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

928 Grand
Kansas City, MO 64106

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$23,640,344

MO Average: $11,469,110,461
Total Number of Employees

70

MO Average: 458
Total Number of Accounts

71

MO Average: 33,415
Average Account Size

$332,963

MO Average: $343,232

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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.

2001 - Present (18 years)

Umb Scout Brokerage Services

2001 - Present (18 years)

Umb Scout Insurance

Disclosures

Deborah Alexander has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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