Diane Marra
CRD Number: 1045423Current Firm: Horter Investment Management, LLC
Compensation Model: Both
Diane Marra (CRD# 1045423) is an Investment Advisor Representative working with Horter Investment Management, LLC.
A Registered Financial Consultant, Author and founder of Marra Financial Group, Diane is committed to empowering her clients with the knowledge necessary to make more informed decisions about their financial well being. One of the major advantages Diane offers her clients is her vast knowledge of retirement issues that she has gained with her 38 years of experience in the financial services industry.
CRD# 2997972
Securities America Advisors, Inc.
CRD# 2859027
Lpl Financial LLC
CRD# 5694050
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horter Investment Management, LLC | Cincinnati, OH | Dec 2009 - Current | 14 |
| Marra Financial Group | Nesconset, NY | Jan 1997 - Current | 27 |
- NY
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Total Assets Under Management214MILLIONS
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Total Number of Accounts3,449ACCOUNTS
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Average Account Value$62,079
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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