Dianne Odom, financial advisor Irmo SC
83 score

Dianne Odom

CRD Number: 3111823
Current Firm: Capital Guardian Wealth Management, LLC

Dianne Odom (CRD# 3111823) is an Investment Advisor Representative working at Capital Guardian Wealth Management, LLC in Irmo, SC and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Guardian Wealth Management, LLC Irmo, SC Jul 2012 - Current 4
Capital Guardian, LLC Irmo, SC Jul 2012 - Current 4
Integrating Financial Plans Columbia, SC Mar 2007 - Current 9
Sessek And Odom Cpa, LLC Columbia, SC Oct 2001 - Current 15
Dianne P. Odom, Cpa LLC Columbia, SC Sep 1997 - Current 19
Woodbury Financial Services, Inc. Columbia, SC Jun 2007 - Jul 2012 5
Intersecurities, Inc. Columbia, SC Jul 1998 - Jun 2007 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Dianne P. Odom
Phone Number: 704-705-1860
Registered State(s):
  • CO
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    480
    MILLIONS
  • Total Number of Accounts
    2,080
    ACCOUNTS
  • Average Account Value
    $230,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV

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BADGES
83

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