Diane Bark, financial advisor Baltimore MD

Diane Bark

CRD Number: 2097588
Current Firm: Lpl Financial LLC

Diane Bark (CRD# 2097588) is an Investment Advisor Representative working at Lpl Financial LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Linsco Private Ledger Corp Baltimore, MD Jun 2001 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1990
S65 NASAA Investment Advisors Law Examination Oct 1994
Contact Info for Diane N. Bark
Phone Number: 704-733-3300
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, WY

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