Diane Mannino (CRD# 4471463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Wilmington, NC and has over 20 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 2774334
Lumina Wealth Management, LLC
CRD# 5582433
Old North State Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Advisory Services, Inc. | Charlotte, NC | Mar 2021 - Current | 3 |
Truist Investment Services, Inc. | Charlotte, NC | Feb 2021 - Current | 3 |
Bbtsec | Charlotte, NC | Aug 2020 - Feb 2021 | < 1 |
Bbtis | Charlotte, NC | May 2018 - Aug 2020 | 2 |
Mml Investors Services, LLC | Charlotte, NC | Mar 2017 - May 2018 | 1 |
Metlife Securities Inc. | Charlotte, NC | Dec 2015 - Apr 2017 | 1 |
Wells Fargo Advisors LLC | Charlotte, NC | May 2009 - Dec 2015 | 6 |
Wells Fargo Insurance Group | Charlotte, NC | Jun 2002 - Jun 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2004 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
- NC
-
Total Assets Under Management53,170MILLIONS
-
Total Number of Accounts125,600ACCOUNTS
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Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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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