Dianne BrandCRD Number: 6143829
Current Firm: The Financial Advisors, LLC
Dianne Brand (CRD# 6143829) is an Investment Advisor Representative working at The Financial Advisors, LLC in Andover, MA and has over 9 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|The Financial Advisors, LLC||Andover, MA||Sep 2013 - Current||8|
|Lincoln Financial Securities Corporation||Andover, MA||Sep 2013 - Nov 2016||3|
|Unemployed||Alton, NH||May 2013 - Aug 2013||< 1|
|Dietz And Lynch Capital||Newburyport, MA||Dec 2012 - Apr 2013||< 1|
|Lpl Financial||Newburyport, MA||Dec 2012 - Apr 2013||< 1|
|Td Bank||Farmington, NH||Dec 2011 - Dec 2012||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management975MILLIONS
Total Number of Accounts2,161ACCOUNTS
Average Account Value$451,071
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, NJ, NY, PA, RI, TX, VT
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