Debbra A. Dillon

DILLON FINANCIAL PLANNING

Eagle, ID 83616

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CRD#: 4224909

Professional summary

Debbra Ann Dillon, CFP®, who also goes by Debbra Ann Fuller, is a registered financial advisor currently at DILLON FINANCIAL PLANNING, INC. located in Eagle, Idaho.

Debbra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Debbra has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Core Areas of Focus

Hourly

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Biography

Debbra is recognized for her expertise and depth of knowledge. She is a contributing author to the new book Investing in an Uncertain Economy for Dummies®. She has been a guest columnist for the Idaho Business Review and The Eagle Independent; and she has been featured in local newspaper articles, Money Magazine, Military Officer® magazine, Discover Edge newsletter, and Fox News Network’s Fox Business.com.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Social Security Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Debbra Ann Fuller

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) - RIA

Click below to view Debbra Ann Dillon'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

March 8, 2023 - Present

DILLON FINANCIAL PLANNING, INC.

Office #1: 1159 E. Iron Eagle Drive Suite 170-b, Eagle, ID 83616

RIA

CRD#: 133755

Eagle, ID

Past

May 29, 2013 - November 18, 2016

DILLON FINANCIAL PLANNING, INC.

RIA

CRD#: 133755

EAGLE, ID

Past

June 17, 2002 - November 5, 2004

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 25, 2000 - March 8, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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.

Highlighted states indicate IAR registrations

IAR

Idaho
(3/8/2023)

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: 9/18/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/2000

General Securities Representative Examination

Current Firm

DILLON FINANCIAL PLANNING, INC.

DEBBRA ANN DILLON DBA DILLON FINANICAL PLANNING | DILLON, DEBBRA ANN | DILLON FINANCIAL PLANNING, INC. | DILLON FINANCIAL PLANNING

CRD#: 133755 / SEC#:

Idaho

Registered Investment Advisory firm - (1/27/2005 Approved)

Oregon

Registered Investment Advisory firm - (11/18/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1159 E. Iron Eagle Drive Suite 170-b, Eagle, ID 83616

Mailing Address

Phone number

(208) 336-7503

Established

Firm type

Fiscal year end

# of Employees

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.

Contact information

(xxx) xxx-xxxx

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Debbra A. Dillon

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Debbra Ann Dillon's CRS (Customer Relationship Summary).

Certified licenses

Experience

DILLON FINANCIAL PLANNING, INC.

DILLON FINANCIAL PLANNING, INC.

VOYA FINANCIAL ADVISORS, INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/18/2000

Series 63

Date: 9/1/2000

Series 7

Date: 8/24/2000

Current Firm

DILLON FINANCIAL PLANNING, INC.

Contact information

Documents

Red Flags

Company Information

DILLON FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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