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Deborah A. Deckman
THAYER PARTNERS LLC
Saint Marys, GA
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CRD#: 5421483
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Professional summary
Deborah Ann Deckman, who also goes by Deborah Ann Capak, is a registered financial advisor currently at THAYER PARTNERS LLC located in Saint Marys, Georgia.
Deborah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Deborah has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Deborah Ann Capak
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.
1) ANCHOR WEALTH PARTNERS, LLC; 120 ANGLER LANE, SAINT MARYS, GA 31558; OWNER; EQUITY PARTNER OF THAYER FINANCIAL PARTNERS 1, LLC; INVESTMENT RELATED; COMPENSATION IS RECEIVED VIA 1099 FROM THAYER PARTNERS, LLC.
2) FIRST SOURCE TEAM; 2431 GALPIN COURT, SUITE 130, CHANHASSEN, MN 55317; EDUCATIONAL ORGANIZATION; INVESTMENT RELATED; 15-20 HOURS PER MONTH; CAREER COUNSELING WEBINARS AND CAREER COACHING; NO COMPENSATION RECEIVED.
3) THAYER FINANCIAL PARTNERS I, LLC; 5% PARTNER; INVESTMENT RELATED; DUTIES INCLUDE ADMINISTRATION OF THE LLC; APPROXIMATELY 1 HOUR PER MONTH IS SPENT ON THIS ACTIVITY.
4) MAGELLAN FINANCIAL; 2947 SW WANAMAKER DRIVE SUITE D, TOPEKA, KS 66614; CORPORATION; INVESTMENT RELATED; 2 HOURS PER MONTH; PRESENTER FOR RETIREMENT PLANNING WEBINARS; NO COMPENSATION RECEIVED.
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Ann Deckman'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®
NoneExperience
Current
June 11, 2018 - Present
THAYER PARTNERS LLC
RIA
CRD#: 290734
Saint Marys, GA
Past
June 2, 2016 - February 20, 2018
LOVETT ADVISORS LLC
RIA
CRD#: 283929
WILMINGTON, DE
Past
April 11, 2016 - June 10, 2016
ALMANACK INVESTMENT PARTNERS
RIA
CRD#: 282428
Wilmington, DE
Past
August 25, 2015 - April 13, 2016
SPIRE WEALTH MANAGEMENT, LLC
RIA
CRD#: 113908
WILMIGTON, DE
Past
August 20, 2015 - April 13, 2016
SPIRE SECURITIES, LLC
BD
CRD#: 144131
Wilmington, DE
Past
April 15, 2008 - December 22, 2014
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
Braintree, MA
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".
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)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
Georgia(10/28/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TP
THAYER PARTNERS LLC
JOHN CHRISTOPHER WILMERDING | THAYER PARTNERS LLC | THAYER PARTNERS | LINDER FINANCIAL SERVICES, INC.
CRD#: 290734 / SEC#: 801-118392
RIA
Registered Investment Advisory firm - (4/6/2020 Approved)Georgia
Registered Investment Advisory firm - (4/14/2020 Terminated)Massachusetts
Registered Investment Advisory firm - (5/8/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Wyndmoor, PA
Mailing Address
Phone number
(617) 275-5430
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 609 |
| AUM (Assets Under Management) | $ 401,277,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
