Diane Metivier (CRD# 4105692) is an Investment Advisor Representative working at The Private Client Advisory Group, LLC in Cinnaminson, NJ and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ash Brokerage | Fort Wayne, IN | Jul 2023 - Current | < 1 |
| The Private Client Advisory Group LLC | Manasquan, NJ | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Cinnaminson, NJ | Feb 2018 - Current | 6 |
| Sole Proprietor | Cinnaminson, NJ | Jun 2003 - Current | 20 |
| Diane Metivier-sole Proprietor | Cinnaminson, NJ | Dec 1999 - Current | 24 |
| Lpl Financial LLC | Cinnaminson, NJ | Feb 2018 - Mar 2021 | 3 |
| Invest Financial Corporation | Tampa, FL | Jan 2013 - Feb 2018 | 5 |
| Dvfg Advisors LLC | Marlton, NJ | Jun 2005 - Feb 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2002 |
- NJ
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts198ACCOUNTS
-
Average Account Value$269,677
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, NJ, NY, PA, VA
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