Deborah Kelley Neumann
Advisor at Bass and Bell, Inc. — Little Rock, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Little Rock, AR 72202
Bass and Bell, Inc.
Team
Total advisors
7Clients per advisor
47 TypicalAvg AUM per client
$2,700,559 Very HighHNW client ratio
67% Very HighDeborah Neumann is a financial advisor at Bass and Bell, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kroger and Raymond James & Associates. She has been with Bass and Bell since 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides portfolio management and financial planning services using a personalized approach that combines strategic asset allocation with active investment tools.
Based on Bass and Bell, Inc.
Up to 0.9% annually, individually negotiated with each client
Certain employees receive commissions on insurance products they sell, separate from advisory fees
Little Rock, AR
1 Information Way, Suite 200
Little Rock AR 72202
Advisors at this office
7
Arkansas
40 years of industry experience
Bass and Bell, Inc.
2019 - Present • 7 years
Little Rock, AR
KROGER
2014 - 2019 • 5 years
North Little Rock, AR
Raymond James & Associate
2014 - 2019 • 5 years
Little Rock, AR
Stephens
2004 - 2014 • 10 years
Little Rock, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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