Deanna Bloom, financial advisor Athens GA

Deanna Bloom

CRD Number: 4708174
Current Firm: Elevate Wealth Advisory, Inc.

Deanna Bloom (CRD# 4708174) is an Investment Advisor Representative working at Elevate Wealth Advisory, Inc. in Athens, GA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Elevate Wealth Advisory, Inc. Athens, GA Sep 2015 - Current 8
Summit Brokerage Services Inc. Rockford, IL Jan 2012 - Jun 2015 3
Mainstreet Financial Group Rockford, IL Aug 2004 - May 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Deanna L. Bloom
Phone Number: 706-353-2728
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    291
    MILLIONS
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $163,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

FL, GA, LA, NC, SC, TN, TX

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