Ted Dietz (CRD# 3252174) is an Investment Advisor Representative working at Lpl Financial LLC in Merced, CA and has over 23 years of experience in the finance industry. Ted Dietz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6469228
Integral Wealth Management
CRD# 4173032
Titan Capital Management
CRD# 4554655
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Fresno, CA | Nov 2004 - Current | 19 |
| Noble Credit Union (formerly: Fresno County Credit Union) | Fresno, CA | Apr 2014 - Feb 2020 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2001 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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