Kerrie
Debbs

Main Street Financial Solutions, LLC

CRD#2093825
Investment Advisor
in Apex, NC

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About this Advisor

Kerrie Debbs is a financial advisor based in Apex, North Carolina, working with Main Street Financial Solutions, LLC. Kerrie has previously held a position at Main Street Financial Solutions, LLC. Kerrie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, New Jersey, and North Carolina. Currently, Kerrie is part of Main Street Financial Solutions, LLC, which operates out of Apex, North Carolina. The firm has 22 offices and 41 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Main Street Financial Solutions, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Apex, NC

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Main Street Financial Solutions, LLC Brokerage Details

Total Assets Under Management

$1,770,646,602

NC Average: $15,833,994,310
Total Number of Employees

41

NC Average: 41
Total Number of Accounts

5,220

NC Average: 3,342
Average Account Size

$339,204

NC Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Kerrie Debbs Work History

2012 - Present (13 years)

Main Street Financial Solutions, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kerrie Debbs 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 Main Street Financial Solutions, LLC

Francis Lapowsky
Newtown, PA
Marquis Hammett
Spring, TX
Melissa Thier
Verona, NJ
Mark Gombita
Bala Cynwyd, PA
Brian Doe
Newtown, PA
William Dougherty
Newtown, PA
Christina Massalay
Brooklyn, NY
Kerrie Debbs
Apex, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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