Deborah Kirste is a CFA-designated registered investment advisor at Independent Financial Partners, based in Irvine, CA, with 22 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
300 Spectrum Center Drive, Suite 400, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Deborah is the owner of 66th & Ocean LLC, a limited partnership that owns an apartment building. She spends a few hours per week on property management.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Laural Investment Advisors, INC.
Segerdahl & Company, INC.Broker
Northern Oak Capital Management, INC.
Strong Investments, INC.Broker
State Registrations17 states
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