Debbi Kim Wertheim is an investment adviser representative (IAR) with state registration records since 2011, appearing at 2 firms. Currently registered with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
| Firm | From | To | Current |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-08-11 | present | Yes |
| M HOLDINGS SECURITIES, INC. | 2021-09-02 | 2025-08-11 | — |
| M HOLDINGS SECURITIES, INC. | 2011-10-05 | 2021-05-21 | — |