Diane KridlerCRD 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 3 years of experience in the finance industry.
Thrivent Investment Management Inc.
Kaufman Advisory Services, Inc.
Ic Advisory Services, Inc.
|Specific Solutions||Ephrata, PA||Feb 2016 - Current||1|
|Raymond James Financial Services Advisors Inc.||Ephrata, PA||Mar 2014 - Current||3|
|Raymond James Financial Services Inc.||Ephrata, PA||Oct 2013 - Current||3|
|Fulton Financial Advisors||Ephrata, PA||Apr 2013 - Current||4|
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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