Christopher Diegelman (CRD# 2948648) is an Investment Advisor Representative working at Diegelman Capital Advisors in Ventura, CA and has over 26 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Diegelman Capital Advisors | Stevenson Ranch, CA | Mar 2016 - Current | 8 |
| Unemployed | Stevenson Ranch, CA | Aug 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CA
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$67,823
- 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
CA
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