Diane Pearson, financial advisor Pittsburgh PA
96 score

Diane Pearson

CRD Number: 1962827
Current Firm: Legend Financial Advisors Inc.

Diane Pearson (CRD# 1962827) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry. Diane Pearson 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
Emergingwealth Investment Management, Inc. Pittsburgh, PA Sep 2009 - Current 7
Legend Financial Advisors Inc. Pittsburgh, PA Jan 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Diane M. Pearson
Phone Number: 412-635-9210
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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