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 10 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