Debra Lee Caffrey
Investment adviser representative at LPL Financial LLC
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial LLCJul 2021 to now
- Reins of Hope Therapeutic Riding, Inc.Oct 2017 to Jul 2021
- Coldwell Banker AmericanaJan 2017 to Jul 2021
- Grace Home Health Care IncOct 2012 to Apr 2017
- Various Insurance Carriers for W&r Insurance AgenciesApr 2007 to Jul 2021
- Waddell & Reed, Inc.Apr 2007 to Jul 2021
- R.E.I.B.Oct 2001 to Jan 2017
- Debra L Caffrey LLCSep 1999 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 2483695
- Firm CRD
- 6413