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Debra Jean Adair

Missionsquare Retirement

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About Debra Jean Adair

Debra Adair is a registered investment advisor representative with Missionsquare Retirement. Debra has been in the financial industry since October 26, 2004 and is registered with the state of Colorado as an Investment Adviser Representative. Debra also holds Series 6, Series 63 and Series 65 licenses. Debra is also a licensed agent in Colorado. In addition to her work at Missionsquare Retirement, Debra is the Owner/President of Sutton Family Legacy, LLC, a non-investment related rental property business. Debra has been with ICMA Retirement Corporation since August 2011.

Firm Information

Debra Adair is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Debra Adair’s Registration & Firm History

DC

11/29/2024 - Present

Missionsquare Retirement (WASHINGTON DC)

DC

08/06/1996 - 06/24/2003

ICMA-RC SERVICES, LLC (WASHINGTON DC)

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Licenses & Designations

IA

Issued 06/12/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Debra Jean Adair.
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