Debi Benson Halbert
Investment adviser representative at Halbert Wealth Management, Inc
41 yearsExperience
1 stateRegistered in
$211.2MFirm assets
28 yearsFirm in business
Are you Debi Benson Halbert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
41 years in the industry.
- Profutures, Inc. Dba/ Vector SignalsJan 2022 to now
- Halbert Wealth Management, Inc.Jul 1995 to now
- Profutures,incJan 1985 to now
- Pensionmark Financial GroupDec 2022 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (TX).
Halbert Wealth Management, Inc
Legal name: Halbert Wealth Management, Inc.
$211.2MAssets managed
284Clients
4Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1656634
- Firm CRD
- 108294