Diana BatchelorCRD Number: 4901717
Current Firm: Wealthstream Advisors, Inc.
Diana Batchelor (CRD# 4901717) is an Investment Advisor Representative working at Wealthstream Advisors, Inc. in New York, NY and has over 17 years of experience in the finance industry. Diana Batchelor 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
|Wealthstream Advisors, Inc.||National Harbor, MD||Jan 2021 - Current||1|
|Lifetime Wealth Planning And Management, LLC||Alexandria, VA||Jan 2005 - Dec 2020||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management1,157MILLIONS
Total Number of Accounts1,734ACCOUNTS
Average Account Value$667,242
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CT, FL, GA, MA, MD, NC, NH, NJ, NY, OR, PA, TX, VA
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