Diane Watson (CRD# 7129303) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 5 years of experience in the finance industry.
CRD# 5245824
Prime Capital Financial
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Belpointe Asset Management, LLC | Reno, NV | Nov 2022 - Current | 1 |
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2020 - Nov 2022 | 2 |
Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2019 - Nov 2022 | 2 |
Nylife Securities LLC | Denver, CO | Aug 2019 - Oct 2019 | < 1 |
New York Life Insurance Company | Denver, CO | May 2019 - Oct 2019 | < 1 |
Prounlimited | Boca Raton, FL | Nov 2018 - May 2019 | < 1 |
Unemployed | Littleton, CO | Jun 2018 - Nov 2018 | < 1 |
Douglas County Public Schools | Parker, CO | Jun 2016 - Jun 2018 | 2 |
Jefferson County Public Schools | Littleton, CO | Aug 2001 - Jun 2016 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
S63 | Uniform Securities State Law Examination | Sep 2019 |
- CO
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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