Diane Parmele, financial advisor Greensboro NC
93 score

Diane Parmele

CRD Number: 1421579
Current Firm: Independent Advisor Alliance, LLC

Diane Parmele (CRD# 1421579) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Greensboro, NC and has over 30 years of experience in the finance industry.

Similar Advisors
David Childs, financial advisor Greensboro NC
David Childs
CRD# 5145179
Spartan Planning & Wealth Management
Score
103
Similar Advisors
Patrick Rush, financial advisor Greensboro NC
Patrick N. Rush
CRD# 2639709
Triad Financial Advisors, Inc.
Score
103
Similar Advisors
Robert Russell, financial advisor Greensboro NC
Robert G. Russell
CRD# 2614704
Nfp Advisor Services, LLC
Score
103
Company Name Location Dates Years
Independent Advisor Alliance Charlotte, NC Feb 2016 - Current < 1
Lpl Financial LLC Greensboro, NC Feb 2010 - Current 6
Team Connection High Point, NC Aug 2009 - Dec 2009 < 1
Wells Fargo Advisors Winston-salem, NC Jan 2009 - Jul 2009 < 1
Wachovia Securities, LLC Winston-salem, NC Jul 2008 - Dec 2008 < 1
A.g. Edwards And Sons Greensboro, NC Aug 2006 - Jul 2008 1
Linsco Private Ledger Greensboro, NC Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S66 NASAA Uniform Combined State Law Examination Sep 2006
Contact Info for Diane P. Parmele
Phone Number: 888.430.1555
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    907
    MILLIONS
  • Total Number of Accounts
    5,094
    ACCOUNTS
  • Average Account Value
    $178,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
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.