Diane Vanaman (CRD# 1965744) is an Investment Advisor Representative working at Prism Advisors, Inc. in Studio City, CA and has over 33 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Resources Investment & Strategic Management, Inc. | Studio City, CA | Apr 2017 - Current | 7 |
| Wells Fargo Advisors Financial Network, LLC | Los Angeles, CA | Jul 2003 - Apr 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management416MILLIONS
-
Total Number of Accounts706ACCOUNTS
-
Average Account Value$589,134
- 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
CA, DE, FL, IL, LA, MA, MD, NH, NY, TX, VA
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