Dee A. Trussell

FRONTIER SOLUTIONS

Richmond, VA 23233

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CRD#: 2833888

Professional summary

Dee Ardell Trussell is a registered financial professional currently at FRONTIER SOLUTIONS, LLC located in Richmond, Virginia.

Dee is registered as a RR (Registered Representative) and started their career in finance in 1997. Dee has worked at 5 firms and has passed the Series 63, Series 82TO, SIE, Series 82, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 Dee Ardell Trussell'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

September 11, 2023 - Present

FRONTIER SOLUTIONS, LLC

Office #1: 3307 Church Road, Suite 220, Richmond, VA 23233Office #2: 3307 Church Road Suite 220, Richmond, VA 23233

CRD#: 136102

Richmond, VA

Past

December 4, 2015 - September 28, 2018

PATRICK CAPITAL MARKETS, LLC

CRD#: 16518

Tulsa, OK

Past

March 6, 2015 - December 4, 2015

STILLPOINT CAPITAL, LLC

CRD#: 133146

TAMPA, FL

Past

June 10, 2003 - December 31, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

May 14, 1997 - June 5, 2003

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

State Registrations and Notice Filings

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

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

New York
(2/10/2025)

Oklahoma
(1/1/2024)

Texas
(1/1/2024)

Exams

State Security Law Exam

Series 63

Date: 12/28/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 82TO

Date: 9/11/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 6/10/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 82

Date: 3/6/2015

Limited Representative-Private Securities Offerings

General Industry/Product Exam

Series 7

Date: 5/13/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/2003

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

CRD#: 136102 / SEC#: , 8-66972

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3307 Church Road Suite 220, Richmond, VA 23233

Mailing Address

3307 Church Road Suite 220, Richmond, VA 23233

Phone number

(804) 918-2368

Established

Georgia since 05/03/2005

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
ASPEN PARTNERS, LTD	MANAGING MEMBER
TERRY, DEBORAH HOLLAND	FINOP/CFO	5680197
VICK, GEORGE DAVIS IV	CHIEF COMPLIANCE OFFICER	3006623

Red Flags

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Firm Stability Insights

Dee A. Trussell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Dee Ardell Trussell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRICK CAPITAL MARKETS, LLC

STILLPOINT CAPITAL, LLC

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY & CO. LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/28/2023

Series 82TO

Date: 9/11/2023

SIE

Date: 6/10/2023

Series 82

Date: 3/6/2015

Series 7

Date: 5/13/1997

Series 24

Date: 3/27/2003

FINRA

Current Firm

FRONTIER SOLUTIONS, LLC

Contact information

FINRA licenses (47 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

FRONTIER SOLUTIONS, LLC

TRUST BUT VERIFY

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