Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Diana Irwin, financial advisor Fresno CA
93 score

Diana Irwin

CRD Number: 3100207
Current Firm: Zions Capital Advisors, Inc.

Diana Irwin (CRD# 3100207) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Fresno, CA and has over 17 years of experience in the finance industry.

Similar Advisors
Mark Alcorn, financial advisor Fresno CA
Mark P. Alcorn
CRD# 4834967
Diversified Wealth Management Solutions, LLC
Similar Advisors
Gerald Parent, financial advisor Fresno CA
Gerald W. Parent
CRD# 2479342
Scf Investment Advisors, Inc.
Similar Advisors
Aaron Garabedian, financial advisor Fresno CA
Aaron J. Garabedian
CRD# 6184068
Cetera Investment Advisers LLC
Company Name Location Dates Years
California Bank & Trust (zions Bank) Fresno, CA Feb 2015 - Current 1
Lpl Financial LLC Fresno, CA Feb 2015 - Current 1
Zions Direct Fresno, CA Jul 2006 - Feb 2015 8
Citicorp Investment Services Fresno, CA Feb 2004 - Jul 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Sep 2004
Contact Info for Diana J. Irwin
Phone Number: 801-844-7700
Registered State(s):
  • CA
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Diana Irwin and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.