Diane Mannino, financial advisor Wilmington NC

Diane Mannino

CRD Number: 4471463
Current Firm: Truist Advisory Services, Inc.

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.

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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
Contact Info for Diane L. Mannino
Phone Number: 404-813-7713
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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