Diana JosephCRD Number: 1996648
Current Firm: Barrington Strategic Wealth Management Group LLC
Diana Joseph (CRD# 1996648) is an Investment Advisor Representative working at Barrington Strategic Wealth Management Group LLC in Chicago, IL and has over 15 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Barrington Strategic Wealth Management Group LLC||Chicago, IL||Jun 2010 - Current||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 Management330MILLIONS
Total Number of Accounts605ACCOUNTS
Average Account Value$545,598
- 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)
CA, FL, IA, IL, NJ, NY, TX, WI
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