Diane VeltriCRD Number: 1909686
Current Firm: Zions Capital Advisors, Inc.
Diane Veltri (CRD# 1909686) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 12 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Zions Direct Inc.||Salt Lake City, UT||Jan 2009 - Current||9|
|Zions Bancorporation - Contango Capital Advisors||Salt Lake City, UT||Aug 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA