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 4 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Walnut Hill Advisors, LLC
|Lincoln Financial Securities||Andover, MA||Sep 2013 - Current||4|
|The Financial Advisors, LLC||Andover, MA||Sep 2013 - Current||4|
|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|
|N/a||Greenwich, CT||May 2010 - Nov 2011||1|
|Instinct Laboratory||Portchester, NY||Sep 2009 - Apr 2010||< 1|
|N/a||Greenwich, CT||Apr 2009 - Aug 2009||< 1|
|Newell Funding LLC||Armonk, NY||Sep 2007 - Mar 2009||1|
|N/a||Greenwich, CT||Dec 2002 - Aug 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management414MILLIONS
Total Number of Accounts560ACCOUNTS
Average Account Value$739,841
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, ME, NH, NY, PA, TX
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