Unclaimed
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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DC
11/29/2024 - Present
Missionsquare Retirement (WASHINGTON DC)
DC
08/06/1996 - 06/24/2003
ICMA-RC SERVICES, LLC (WASHINGTON DC)
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
Active
Inactive
F
FINRA
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