Diana FolinoCRD Number: 5448287
Current Firm: Vista Financial Advisors, Inc.
Diana Folino (CRD# 5448287) is an Investment Advisor Representative working at Vista Financial Advisors, Inc. in Ponte Vedra Beach, FL and has over 9 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Paragon Wealth Strategies, LLC
Wealth By Empowerment
|Vista Financial Advisors, Inc.||Ponte Vedra Beach, FL||Apr 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management69MILLIONS
Total Number of Accounts595ACCOUNTS
Average Account Value$116,378
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses