Diane BuchananCRD Number: 1096313
Current Firm: Chapin Davis Asset Management
Diane Buchanan (CRD# 1096313) is an Investment Advisor Representative working at Chapin Davis Asset Management in Peoria, IL and has over 27 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Morgan Stanley Smith Barney||Peoria, IL||Jun 2009 - Current||8|
|Morgan Stanley & Company, Incorporated||Peoria, IL||Apr 2007 - Current||10|
|Dean Witter Reynolds Inc.||Peoria, IL||Jul 1990 - Apr 2007||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1990|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,048MILLIONS
Total Number of Accounts6,060ACCOUNTS
Average Account Value$172,992
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV