Diane Levene, financial advisor Denver CO
93 score

Diane Levene

CRD Number: 1268929
Current Firm: Guerin Financial Services,ltd.

Diane Levene (CRD# 1268929) is an Investment Advisor Representative working at Guerin Financial Services,ltd. in Denver, CO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Sep 2006 - Current 10
Guerin Finl Svs Denver, CO Mar 1994 - Current 22
Financial Consulting & Invest. Svcs. Denver, CO Nov 1983 - Current 32
Associated Securities Corp. Denver, CO Mar 1994 - Sep 2006 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Jan 1992
Contact Info for Diane Levene
Phone Number: 303-758-4866
Registered State(s):
  • CA
  • CO
  • FL
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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