Unclaimed Profile

Debra Annette Fields

FMB WEALTH MANAGEMENT·WESTLAKE VILLAGE, California

Clean record12 years registeredFMB WEALTH MANAGEMENT

100 N. WESTLAKE BLVD., SUITE 201, WESTLAKE VILLAGE, CA 91362CRD# 3049831Firm CRD# 122309

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Debra Annette Fields · WESTLAKE VILLAGE, CA

Registration

CRD #3049831 · FMB WEALTH MANAGEMENT · 12 years registered

Brand Profile

Not yet started

Career History

INDIVISIBLE PARTNERS

May 2026 – present

FMB RETIREMENT SERVICES

Mar 2014 – present

FMB WEALTH MANAGEMENT

Mar 2014 – present

SOHO FINANCIAL SERVICES LLC

Mar 2014 – Jun 2014

MONTECITO, CA

Registrations & Exams

Registration record

First registered · March 20, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FMB WEALTH MANAGEMENT

CRD 122309 · SEC 801-61556

AUM

$452M

Regulatory assets under management

Employees

794 client accounts

Services offered by FMB WEALTH MANAGEMENT

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FMB WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Debra Annette Fields offer?

Debra Annette Fields specializes in Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Debra Annette Fields's credentials?

Debra Annette Fields is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Debra Annette Fields located?

Debra Annette Fields is based in WESTLAKE VILLAGE, California, working with FMB WEALTH MANAGEMENT. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Debra Annette Fields charge for services?

Debra Annette Fields's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FMB WEALTH MANAGEMENT?

FMB WEALTH MANAGEMENT has approximately 12 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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