Diane Macphee, financial advisor Coral Gables FL

Diane Macphee

CRD Number: 2004221
Current Firm: Comprehensive Money Management Services LLC

Diane Macphee (CRD# 2004221) is an Investment Advisor Representative working at Comprehensive Money Management Services LLC in Coral Gables, FL and has over 33 years of experience in the finance industry. Diane Macphee 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.

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Professional Designations
Company Name Location Dates Years
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1990
Contact Info for Diane M. Macphee
Phone Number: 305-662-7757
Firm Website: http://www.facebook.com
Registered State(s):
  • FL
Current Firm Details
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $1,042,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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