Deondra M. Perrone
Professional summary
Deondra Monique Perrone, who also goes by Deondra M Perrone, Deondra Perrone, Deondra M Trevino, Deondra Monique Trevino, is a registered financial advisor currently at EMPOWER ADVISORY GROUP, LLC located in Glendale, Arizona and EMPOWER FINANCIAL SERVICES, INC. located in Overland Park, Kansas.
Deondra is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Deondra has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Deondra Monique Perrone's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 9, 2023 - Present
EMPOWER ADVISORY GROUP, LLC
May 12, 2023 - Present
EMPOWER FINANCIAL SERVICES, INC.
Office #1: 11501 Outlook Street Suite 400, Overland Park, KS 66211July 8, 2022 - April 26, 2023
VANGUARD ADVISERS, INC.
May 6, 2022 - April 26, 2023
VANGUARD MARKETING CORPORATION
July 6, 2005 - May 17, 2011
CHASE INVESTMENT SERVICES CORP.
January 7, 2005 - July 6, 2005
BANC ONE SECURITIES CORPORATION
Primary Firm SEC Registration
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
State Registrations and Notice Filings
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Visual representation of state registrations
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Exams
Series 7TO
Date: 5/6/2022
General Securities Representative ExaminationFINRA
Current Firm
EMPOWER ADVISORY GROUP, LLC
CRD#: 112058 / SEC#: 801-58105
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 250,707 |
| AUM (Assets Under Management) | $ 159,120,330,491 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 11/21/2023 |
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.
