DW
CFP
DW
CFP

Debra Wachter

13 Years of Experience
Harrisonburg, VA
BrokerSells Insurance

Debra Wachter is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Harrisonburg, VA, with 13 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1675 Virginia Avenue, Suite C, Harrisonburg, VA, 22802

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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 ActivitiesSells Insurance

Debra works as a financial advisor for Park View Federal Credit Union and Park View Advisors, offering financial and insurance products, dedicating full-time hours to each. She also holds power of attorney for her parents, requiring minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Concourse Financial Group Advisors
November 2016 - February 2025 · 8 yrs 3 mos
Concourse Financial Group Securities, INC.Broker
November 2016 - February 2025 · 8 yrs 3 mos
Msi Financial Services, INC.
February 2015 - October 2016 · 1 yr 8 mos
Msi Financial Services, INC.Broker
February 2015 - October 2016 · 1 yr 8 mos
Everence Trust Company
October 2012 - February 2015 · 2 yrs 4 mos
Proequities, INC.Broker
April 2012 - February 2015 · 2 yrs 10 mos
State Registrations20 states
ARCODCDEFLIAMDMONCNYOHPARISCSDTXVAWAWIWV
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.