Diane Case (CRD# 2579048) is an Investment Advisor Representative working at Shenandoah Financial in Charles Town, WV and has over 29 years of experience in the finance industry.
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 5431528
Equitable Advisors, LLC
CRD# 5165082
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diane Case Dba Shenandoah Financial | Charles Town, WV | Feb 2017 - Current | 7 |
| Diane Case, Sole Proprietor | Charles Town, WV | Jan 1993 - Current | 31 |
| Gradient Advisors, LLC | Arden Hills, MN | Oct 2015 - Dec 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- WV
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Commissions
- Financial planning services
- Selection of other advisers (including private fund managers)
WV
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