BD
CFP
BD
CFP

Brian Debbis

20 Years of Experience
Pittsburgh, PA
Broker

Brian Debbis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Pittsburgh, PA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1501 Reedsdale St, Ste 4005, Pittsburgh, PA, 15233

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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

Brian has a 50% ownership in Heritage Financial Partners Inc. and a 12.5% ownership in Heritage Seubert Financial LLC, both investment-related. He spends nearly full-time hours on Heritage Financial Partners Inc. and minimal time on Heritage Seubert Financial LLC.

Employment History
Current Registrations
Wells Fargo Advisors
March 2006 - Present · 20 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
March 2006 - Present · 20 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2006 - Present · 20 yrs 6 mos
State Registrations44 states
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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.
Brian Debbis - Financial Advisor | TrueAdvisor