Unclaimed Profile

Deborah Lynn Dana

BEL AIR INVESTMENT ADVISORS LLC·LOS ANGELES, California

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 63, Series 99TOClean recordBEL AIR INVESTMENT ADVISORS LLC

1999 AVENUE OF THE STARS, LOS ANGELES, CA 90067CRD# 2427640Firm CRD# 104580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deborah Lynn Dana · LOS ANGELES, CA

Registration

CRD #2427640 · BEL AIR INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 63

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEL AIR INVESTMENT ADVISORS LLC

CRD 104580 · SEC 801-55068

AUM

$8.1B

Regulatory assets under management

Employees

1,360 client accounts

Services offered by BEL AIR INVESTMENT ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BEL AIR INVESTMENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Deborah Lynn Dana offer?

Deborah Lynn Dana specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Deborah Lynn Dana's credentials?

Deborah Lynn Dana is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Deborah Lynn Dana located?

Deborah Lynn Dana is based in LOS ANGELES, California, working with BEL AIR INVESTMENT ADVISORS LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Deborah Lynn Dana charge for services?

Deborah Lynn Dana's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEL AIR INVESTMENT ADVISORS LLC?

BEL AIR INVESTMENT ADVISORS LLC has approximately 44 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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