AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DC

Debra V. Connett

Some features on this profile are disabled
CRD#: 1511051
DC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Debra Vinyard Connett, who also goes by Debra Ellen Brown, Debby VInyard Connett, Debby Ellen Vinyard, Debby Vinyard, Debra Ellen Vinyard, was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 1986. Debra had worked at 6 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Debra Ellen Brown | Debby Vinyard Connett | Debby Ellen Vinyard | Debby Vinyard | Debra Ellen Vinyard

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 14, 2012 - October 8, 2013

FAMILY FIRST FINANCIAL PLANNING

RIA
CRD#: 131254
STUART, FL
Past

October 5, 1997 - December 31, 2006

VINYARD FINANCIAL PLANNING & ASSOCIATES

RIA
CRD#: 123916
MARION, IL
Past

May 25, 1995 - December 31, 2005

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
MARION, IL
Past

August 6, 1990 - May 31, 1995

CARLSON NATIONAL BROKERS, LTD

BD
CRD#: 25056
HERRIN, IL
Past

September 9, 1988 - August 14, 1990

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

June 10, 1986 - October 31, 1988

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FF
FAMILY FIRST FINANCIAL PLANNING
FAMILY FIRST FINANCIAL PLANNERS LLC | LESLIE TROWBRIDGE CORCORAN D/B/A FAMILY FIRST FINANCIAL PLANNING | LESLIE ELLEN TROWBRIDGE D/B/A FAMILY FIRST FINANCIAL PLANNING | FAMILY FIRST FINANCIAL PLANNING

CRD#: 131254 / SEC#:

Florida
Registered Investment Advisory firm - (3/2/1999 Approved)
Georgia
Registered Investment Advisory firm - (7/27/2009 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
850 Nw Federal Highway Suite 150, Stuart, FL 34994
Mailing Address
Phone number
(772) 781-7648
Established
Firm type
Fiscal year end
# of Employees
2

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


FAMILY FIRST FINANCIAL PLANNING

CRD#: 131254

TRUST BUT VERIFY

Monitor Debra Connett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics