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Debra Davidson

22 Years of Experience
Louisville, KY
Broker

Debra Davidson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Louisville, KY, with 22 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

140 Whittington Pkwy, Louisville, KY, 40222

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Debra markets pet food products from wholesalers in local retail stores for Midwestern Pet Foods. This activity, which is not investment-related, takes about 10-20% of Debra's time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2011 - Present · 14 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Ing Investment Advisors, LLCBroker
December 2010 - October 2011 · 10 mos
Ing Investment Advisors, LLC
December 2010 - October 2011 · 10 mos
Princor Financial Services Corporation
September 2005 - June 2009 · 3 yrs 9 mos
Princor Financial Services CorporationBroker
September 2001 - June 2009 · 7 yrs 9 mos
State Registrations3 states
ILINKY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Debra Davidson - Financial Advisor | TrueAdvisor