Diana JosephCRD Number: 1996648
Current Firm: Telemus Capital, LLC
Diana Joseph (CRD# 1996648) is an Investment Advisor Representative working at Telemus Capital, LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Telemus Capital, LLC||Chicago, IL||Oct 2017 - Current||< 1|
|Barrington Strategic Wealth Management Group LLC||Chicago, IL||Jun 2010 - Oct 2017||7|
|Barrington Strategic Wealth Management Group LLC||Chicago, IL||Apr 2009 - Jun 2010||1|
|Dearborn Partners, LLC||Chicago, IL||Jul 2004 - May 2009||4|
|Barrington Strategic Wealth Management Group LLC||Barrington Hills, IL||Jan 2009 - Apr 2009||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2001|
Total Assets Under Management2,591MILLIONS
Total Number of Accounts3,782ACCOUNTS
Average Account Value$685,159
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, TX, UT, VA, WA, WI
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