DA
CFA
DA
CFA

Deanna Adams

4 Years of Experience
Los Angeles, CA
Broker

Deanna Adams is a CFA-designated registered investment advisor, based in Los Angeles, CA, with 4 years of industry experience.

Location

11111 Santa Monica Blvd, Suite 1650, Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Deanna is the CFO and Managing Director of 3838 Holdings, Inc., a consulting company focused on strategic growth opportunities, since January 2021. She dedicates minimal time to this role.

Employment History
Current Registrations
Quincy Cass Associates, IncorporatedBroker
March 2023 - Present · 3 yrs 2 mos
Qca Capital Management INC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Ballina Capital, LLC
December 2021 - November 2022 · 11 mos
State Registrations11 states
AZCACOFLMAMDNVNYTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Deanna Adams - Financial Advisor | TrueAdvisor