Diane Kridler, financial advisor Ephrata PA
89 score

Diane Kridler

CRD Number: 6173987
Current Firm: Raymond James Financial Services Advisors, Inc.

Diane Kridler (CRD# 6173987) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ephrata, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Specific Solutions Ephrata, PA Feb 2016 - Current < 1
Raymond James Financial Services Advisors Inc. Ephrata, PA Mar 2014 - Current 2
Raymond James Financial Services Inc. Ephrata, PA Oct 2013 - Current 3
Fulton Financial Advisors Ephrata, PA Apr 2013 - Current 3
Fulton Financial Corporation Ephrata, PA Sep 1998 - Current 18
Raymond James Financial Services Inc. Ephrata, PA Apr 2013 - Oct 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Diane L. Kridler
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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