Deborah Lynn Frech
Investment adviser representative at LPL Financial LLC
22 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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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
22 years in the industry.
- LPL Financial, LLCDec 2021 to now
- Bfj Wealth Management, LLCFeb 2016 to now
- Bell, Frech & Jacobs, LLCJan 2016 to now
- Avantax Advisory ServicesOct 2019 to Dec 2021
- Avantax Investment Services, Inc.Oct 2019 to Dec 2021
- Avantax Insurance Services, Inc.May 2008 to Dec 2021
- 1st Global Advisors, Inc.Apr 2005 to Oct 2019
- 1st Global Capital CorpDec 2004 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 4138251
- Firm CRD
- 6413