Diane Dubois (CRD# 1565517) is an Investment Advisor Representative working at Integrated Wealth Management, LLC in Portsmouth, NH and has over 7 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Management | Portsmouth, NH | Oct 2016 - Current | 7 |
| Granite Bay Wealth Management, LLC | Portsmouth, NH | Jun 2015 - Dec 2016 | 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jun 2015 - Oct 2016 | 1 |
| Martel Dorow | Portsmouth, NH | Jul 1993 - Jun 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2016 |
- ME
- NH
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$291,841
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ME, NH
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