Diane Watson, financial advisor Reno NV

Diane Watson

CRD Number: 7129303
Current Firm: Belpointe Asset Management LLC

Diane Watson (CRD# 7129303) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Reno, NV and has over 4 years of experience in the finance industry.

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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
Contact Info for Diane M. Watson
Phone Number: 2036293300
Firm Website: http://www.belpointe.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,300
    MILLIONS
  • Total Number of Accounts
    22,446
    ACCOUNTS
  • Average Account Value
    $191,571
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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