Trisha Joy Adame
Investment adviser representative at Fefa Financial
14 yearsExperience
1 stateRegistered in
$435.3MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Fefa FinancialMay 2023 to now
- Vci Wealth Management LLCMay 2023 to now
- Fefa Advisors LLC F/k/a Ev Federal LLCDec 2021 to now
- Ae Wealth Management LLCJun 2021 to May 2023
- Fefa Asset Management LLCJan 2021 to Mar 2024
- Ev Federal, LLCDec 2017 to Nov 2021
- Nerium InternationalJan 2013 to Jan 2018
- Capital River Realty (realty of Austin LLC)Feb 2012 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fefa Financial
Legal name: Vci Wealth Management LLC
$435.3MAssets managed
1,686Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7394835
- Firm CRD
- 324833