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Debra D. Draughan

THE PROCESS MANAGEMENT GROUP
Inglewood, CA
Some features on this profile are disabled
CRD#: 1291479
DD

Professional summary


Debra Diann Draughan, who also goes by Debra Dianne Draughan, is a registered financial advisor currently at THE PROCESS MANAGEMENT GROUP, LLC located in Inglewood, California and TOP CAPITAL ADVISORS, INC. located in Inglewood, California.

Debra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Debra has worked at 16 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 50, Series 82, Series 22, Series 7, Series 24, Series 27, Series 28 and Series 39 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Debra Dianne Draughan

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SOLE OWNER OF THE PROCESS MANAGEMENT GROUP, LLC WHICH IS A CALIFORNIA REGISTERED INVESTMENT ADVISER -- CRD#157100. SOLE OWNER OF TOP CAPITAL ADVISORS INC WHICH IS A FINRA MEMBER BROKER DEALER, CRD# 166881.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Debra Diann Draughan's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 2, 2017 - Present

THE PROCESS MANAGEMENT GROUP, LLC

RIA
CRD#: 157100
Inglewood, CA
Current

December 18, 2013 - Present

TOP CAPITAL ADVISORS, INC.

BD
CRD#: 166881
INGLEWOOD, CA
Past

June 19, 2012 - December 31, 2016

THE PROCESS MANAGEMENT GROUP, LLC

RIA
CRD#: 157100
INGLEWOOD, CA
Past

July 12, 2011 - December 13, 2013

IVP CAPITAL, LLC

BD
CRD#: 104197
WATER MILL, NY
Past

April 4, 2007 - May 14, 2011

INTEGRAL WEALTH SECURITIES LLC

BD
CRD#: 36143
NEW YORK, NY
Past

June 3, 2002 - February 25, 2003

POTOMAC CAPITAL MARKETS, LLC

BD
CRD#: 39800
MIDDLETOWN, MD
Past

January 3, 2001 - April 9, 2002

LIATI CAPITAL, LLC

BD
CRD#: 103958
NEW YORK, NY
Past

November 30, 1998 - February 25, 2000

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 30, 1996 - April 1, 1998

OWL CREEK ASSET MANAGEMENT MARKETING, LLC

BD
CRD#: 38008
NEW YORK, NY
Past

May 20, 1993 - June 6, 1994

AELTUS CAPITAL, INC

BD
CRD#: 24928
HARTFORD, CT
Past

April 13, 1992 - March 2, 1995

AETNA FINANCIAL SERVICES, INC.

BD
CRD#: 13255
HARTFORD, CT
Past

April 12, 1988 - March 3, 1990

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

February 1, 1988 - June 10, 1988

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
Past

January 29, 1988 - February 4, 1988

L. F. ROTHSCHILD & CO. INCORPORATED

BD
CRD#: 501
Past

March 9, 1987 - March 29, 1989

WR LAZARD, LAIDLAW INCORPORATED

BD
CRD#: 6010
Past

March 2, 1987 - August 4, 1987

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Past

September 25, 1984 - February 5, 1987

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(9/12/2014)
IAR
California
(2/2/2017)
RR
Connecticut
(7/23/2014)
RR
District of Columbia
(7/10/2014)
RR
Florida
(7/10/2014)
RR
Georgia
(6/27/2014)
RR
Illinois
(7/10/2014)
RR
Maryland
(4/24/2018)
RR
Massachusetts
(6/11/2014)
RR
New Jersey
(6/10/2014)
RR
New York
(1/28/2015)
RR
Oregon
(7/10/2014)
RR
Pennsylvania
(6/16/2014)
RR
Texas
(7/30/2014)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/7/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 10/13/2013
Introducing Broker/Dealer Financial Operations Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TP
THE PROCESS MANAGEMENT GROUP, LLC
THE PROCESS MANAGEMENT GROUP, LLC

CRD#: 157100 / SEC#:

California
Registered Investment Advisory firm - (2/2/2017 Approved)
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Contact information


Main Address
Inglewood, CA
Mailing Address
Phone number
(310) 677-4450
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE PROCESS MANAGEMENT GROUP, LLC

CRD#: 157100Inglewood, CA

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