Diana Colmenares, financial advisor Marina CA

Diana Colmenares

CRD Number: 5637265
Current Firm: Commonwealth Financial Network

Diana Colmenares (CRD# 5637265) is an Investment Advisor Representative working at Commonwealth Financial Network in Marina, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Income Works, Inc. Agawan, MA Oct 2018 - Current 5
Kendall Wealth Partners Pacific Grove, CA Oct 2008 - Oct 2018 10
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Diana Colmenares
Phone Number: 781-736-0700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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