Diana Chien, financial advisor Irvine CA

Diana Chien

CRD Number: 6050862
Current Firm: Prudential Financial Planning Services

Diana Chien (CRD# 6050862) is an Investment Advisor Representative working at Prudential Financial Planning Services in Irvine, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Irvine, CA Oct 2017 - Current 6
Prudential Insurance Company Of America Irvine, CA Oct 2017 - Current 6
Fidelity Brokerage Services LLC Seal Beach, CA Jun 2013 - Oct 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Diana J. Chien
Phone Number: 800-235-7637
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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