Investment adviser representative · Lifeplan Financial Services, LP
Charles K. Debenon Jr.
CRD 4699051 · Kingwood, TX
At a glance
Charles K. Debenon Jr. is an investment adviser representative with Lifeplan Financial Services, LP in Kingwood, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2006, about 20 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Lifeplan Financial Services, LPSince June 2011Kingwood, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Lifeplan Financial Services, LP
- Trevor A. DebenonKingwood
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