Debra A. Mcadoo

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CRD#: 1968501

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 A Mcadoo, who also goes by Debra W Blakeney, Debra M Walton, was a registered financial professional .

Debra is a previously registered financial professional and started their career in finance in 1989. Debra had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 53, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Debra W Blakeney | Debra M Walton

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

January 20, 2004 - March 4, 2021

CHICKASAW CAPITAL MANAGEMENT, LLC

RIA

CRD#: 127398

MEMPHIS, TN

Past

December 18, 2003 - December 31, 2018

CHICKASAW SECURITIES, LLC

CRD#: 128711

MEMPHIS, TN

Past

May 31, 2002 - December 31, 2003

GREEN SQUARE SECURITIES, LLC

CRD#: 43244

MEMPHIS, TN

Past

September 16, 1991 - November 6, 2001

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Past

July 18, 1989 - March 8, 1990

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHICKASAW CAPITAL MANAGEMENT, LLC

CRD#: 127398 / SEC#: 801-62121

RIA

Registered Investment Advisory firm - (6/12/2003 Approved)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 4/14/2003

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/15/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/14/2005

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/8/2002

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 6/23/1994

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CHICKASAW CAPITAL MANAGEMENT, LLC

CRD#: 127398 / SEC#: 801-62121

RIA

Registered Investment Advisory firm - (6/12/2003 Approved)

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Contact information

Main Address

6075 Poplar Ave Suite 720, Memphis, TN 38119

Mailing Address

Phone number

(901) 537-1866

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CCM ADV PART 2A ANNUAL AMENDMENT (3/28/2025)

Regulatory assets under management

Total Number of Accounts	433
AUM (Assets Under Management)	$ 2,529,750,391

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.

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Advisor Monitoring

Firm Stability Insights

Debra A. Mcadoo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CHICKASAW SECURITIES, LLC

GREEN SQUARE SECURITIES, LLC

GOLDMAN SACHS & CO. LLC

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

CHICKASAW CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/1997

Series 63

Date: 8/3/1989

SIE

Date: 10/1/2018

Series 3

Date: 4/14/2003

Series 7

Date: 7/15/1989

Series 53

Date: 9/14/2005

Series 24

Date: 8/8/2002

Series 8

Date: 6/23/1994

Current Firm

CHICKASAW CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHICKASAW CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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