Gregory Diamond, financial advisor Athens TX
78 score

Gregory Diamond

CRD Number: 5964867
Current Firm: Primerica Advisors

Gregory Diamond (CRD# 5964867) is an Investment Advisor Representative working at Primerica Advisors in Athens, TX and has over 5 years of experience in the finance industry.

Similar Advisors
Robert Jones, financial advisor Athens TX
Robert H. Jones
CRD# 708926
Rhj Financial, Inc.
Score
96
Similar Advisors
Richard Wilson, financial advisor Athens TX
Richard J. Wilson
CRD# 2075691
1st Global Advisors Inc.
Score
96
Similar Advisors
Clifton Barrett, financial advisor Athens TX
Clifton L. Barrett
CRD# 2891928
Edward Jones
Score
93
Company Name Location Dates Years
Pfs Investments Inc. Athens, TX Aug 2011 - Current 5
Primerica Financial Services Athens, TX Sep 2007 - Current 9
Self Employed Webber, KS Jan 1994 - Feb 2011 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Mar 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Gregory K. Diamond
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Gregory Diamond and other advisors.
BADGES
78

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.