Michael Diaz (CRD# 4961915) is an Investment Advisor Representative working at Peteralexander in West Conshohocken, PA and has over 5 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peteralexander & Company Inc. | Conshohocken, PA | May 2020 - Current | 4 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Mar 2018 - May 2020 | 2 |
| Penn Mutual Life Insurance | Horsham, PA | Mar 2017 - May 2020 | 3 |
| Bankers Life & Casualty Company | King Of Prussia, PA | Jun 2003 - Feb 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- PA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
PA
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