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Deborah Lucille Alexander

Investment adviser representative at Umb Financial Services, Inc.
25 yearsExperience
1 stateRegistered in
$5MFirm assets
22 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Umb Financial Services, Inc.Aug 2001 to now
  2. Umb Insurance IncJun 2001 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 1 state (MO).

Umb Financial Services, Inc.

$5MAssets managed
0Clients
45Advisers
22 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
4444456
Firm CRD
17073
Advisor's SEC record (opens in a new tab)
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