Debbie AitkinsFinancial Services Specialist
Phone: 805.484.4011 ext. 153 As a Financial Services Specialist with Independent Capital Management and Registered Representative with SagePoint Financial, Deborah’s goal is to provide personalized, financial services to businesses and individuals. Whether the need is for a company benefit plan; individual retirement planning; educational savings; estate planning; living trust; mortgage; life, health, disability or long term care insurance – Deborah has the resources to assist you. She has no minimum asset requirements – no financial situation is too insignificant. If you are concerned about your financial future and want to see your money work for you, she wants to meet with you, evaluate your situation, and help put you on a proactive path to accomplishing your financial goals. Before joining Independent Capital Management and SagePoint Financial, Deborah worked in the computer software industry. She was the Product Manager of a multi-million dollar software application and she worked for over a decade as an independent contractor developing custom database applications.
Originally from Massachusetts, Deborah is a long time resident of Santa Barbara County, California. She is active in her church, serving on various committees, a member of the choir and director of the hand bell choir. Independent Capital Management, Inc., (ICM), founded in 1988, is a privately owned financial services company with offices in California, Arizona and Nevada. ICM functions independently of any individual investment company which allows them, in affiliation with their broker/dealer, SagePoint Financial, to select from a vast array of financial products according to each client’s individual needs and objectives. This independence provides the same freedom in providing insurance and mortgage products. 
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, DC, FL, GA, ID, IL, IN, KS, KY, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NM, NY, NC,OK, OR, PA, RI, TN, TX, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
The Inc. 500 is ranked according to percentage revenue growth for four years. Additionally, they have to be US based, privately held, for profit, and independent -- not subsidiaries or divisions of other companies. ICM was named to the Inc 500 in 1996 and 1997.