Diane Nugent
CRD Number: 2280108Current Firm: Victoria Capital Management, Inc.
Compensation Model: Fee Only
Victoria Capital Management, Inc. is a privately-owned registered investment advisor offering a traditional approach to investment management. We create customized investment programs for individuals with the goal of building long-term successful relationships. We work closely with other professionals to ensure our clients’ specific needs are achieved. Our 60+ years of past experience managing equities and fixed income securities for mutual funds, institutional investors, banks and individuals provides us with the knowledge and background necessary to provide a unique perspective on the management of client assets.
CRD# 4933448
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State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Victoria Capital Management, Inc. | Charleston, SC | Oct 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
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Total Assets Under Management265MILLIONS
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Total Number of Accounts135ACCOUNTS
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Average Account Value$1,962,387
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, FL, GA, SC
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