Diana Hallas, financial advisor San Diego CA
88 score

Diana Hallas

CRD Number: 6232234
Current Firm: Girard Securities, Inc.

Diana Hallas (CRD# 6232234) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor San Diego CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor San Diego CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Company Name Location Dates Years
United Capital Financial Advisers, LLC Newport Beach, CA Oct 2015 - Current 1
Girard Securities Carnegie, PA Oct 2015 - Current 1
Royal Alliance Associates, Inc. Carnegie, PA Jul 2014 - Oct 2015 1
Select Financial Group, LLC Carnegie, PA Jan 2012 - Oct 2015 3
Pnc Bank, Na Pittsburgh, PA Mar 2009 - Jan 2012 2
Culinary Concepts Of Pittsburgh Pittsburgh, PA Aug 2008 - Apr 2009 < 1
University Of Maryland College Park, MD Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Diana A. Hallas
Phone Number: 858-622-2140
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    646
    MILLIONS
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Diana Hallas and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.