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DL

Debra K. Littlefield

SOUTHEAST INVESTMENTS, N.C.
Inman, SC
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CRD#: 2312877
DL

Professional summary


Debra Kay Littlefield, who also goes by Debra Bennett, is a registered financial advisor currently at SOUTHEAST INVESTMENTS, N.C., INC. located in Inman, South Carolina.

Debra is registered as a RR (Registered Representative) and started their career in finance in 1993. Debra has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Debra Bennett

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) - BD


Click below to view Debra Kay Littlefield's CRS (Customer Relationship Summary).
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

June 13, 2011 - Present

SOUTHEAST INVESTMENTS, N.C., INC.

RIA
BD
CRD#: 43035
Inman, SC
Past

June 13, 2011 - November 18, 2014

SOUTHEAST INVESTMENTS, N.C., INC.

RIA
CRD#: 43035
SPARTANBURG, SC
Past

February 5, 2009 - June 2, 2011

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
SPARTANBURG, SC
Past

January 2, 2009 - June 2, 2011

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SPARTANBURG, SC
Past

June 19, 2002 - January 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SPARTANBURG, SC
Past

June 15, 2002 - January 2, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SPARTANBURG, SC
Past

February 14, 2000 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC
Past

May 31, 1994 - February 14, 2000

WACHOVIA BROKERAGE SERVICE

BD
CRD#: 17503
WINSTON SALEM, NC
Past

February 2, 1993 - May 31, 1994

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA

State Registrations and Notice Filings


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

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
Georgia
(1/17/2017)
RR
Missouri
(11/10/2014)
RR
North Carolina
(6/13/2011)
RR
South Carolina
(6/23/2011)

Exams


State Security Law Exam
IAR
Series 65
Date: 8/11/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SI
SOUTHEAST INVESTMENTS, N.C., INC.
SOUTHEAST INVESTMENTS N.A., INC. | SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035 / SEC#: , 8-50127

Florida
Registered Investment Advisory firm - SEC (11/7/2019 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (3/31/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (1/6/2012 Approved)
Texas
Registered Investment Advisory firm - SEC (12/16/2015 Terminated)
Virginia
Registered Investment Advisory firm - SEC (12/21/2015 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
820 Tyvola Road-suite 104 Suite 104, Charlotte, NC 28217-3528
Mailing Address
820 Tyvola Road-suite 104, Charlotte, NC 28217
Phone number
(704) 527-7873
Established
North Carolina since 12/06/1996
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
BLACK, JONATHAN HARRISONPRESIDENT/CEO/CCO/FINOP4975641
PLEXICO, RONALD DAVID JRPRINCIPAL2122340

Disclosures


Regulatory Event3
Arbitration3

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


SOUTHEAST INVESTMENTS, N.C., INC.

CRD#: 43035Inman, SC

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