Black Diamond Financial, LLC

Black Diamond Financial, LLC (CRD# 145108) is a financial advisory firm headquartered in Towson, MD. They manage $545,885,247 in 801 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • Total Number of Accounts
    801
    ACCOUNTS
  • Average Account Value
    $681,505
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MD, OR, TX, UT

Financial Advisors at Black Diamond Financial, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Julien L. Blancon
CRD#: 6850908
305 West Pennsylvania Avenue, Towson, MD 21204

Julien Blancon (CRD# 6850908) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 6 years of experience in the finance industry.

2
Lindsay D. Dryden
CRD#: 3114622
305 W Pennsylvania Ave, Towson, MD 21204

Lindsay Dryden (CRD# 3114622) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 24 years of experience in the finance industry.

3
Matthew P. Goette
CRD#: 3114797
305 West Pennsylvania Avenue, Towson, MD 21204

Matthew Goette (CRD# 3114797) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 24 years of experience in the finance industry.

4
Paul W. Svendsen
CRD#: 5869846
305 West Pennsylvania Avenue, Towson, MD 21204

Paul Svendsen (CRD# 5869846) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 15 years of experience in the finance industry.

5
David A. Zinreich
CRD#: 6252531
305 West Pennsylvania Avenue, Towson, MD 21204

David Zinreich (CRD# 6252531) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 10 years of experience in the finance industry.

6
Derek E. Holdredge
CRD#: 5601407
305 West Pennsylvania Avenue, Towson, MD 21204

Derek Holdredge (CRD# 5601407) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 15 years of experience in the finance industry.

7
Alexander Roesner
CRD#: 7146708
305 West Pennsylvania Avenue, Towson, MD 21204

Alexander Roesner (CRD# 7146708) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has over 4 years of experience in the finance industry.

8
Brigitte Strobl
CRD#: 7681159
305 West Pennsylvania Avenue, Towson, MD 21204

Brigitte Strobl (CRD# 7681159) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has 1 year of experience in the finance industry.

9
Julia Ullrich
CRD#: 7771523
305 West Pennsylvania Avenue, Towson, MD 21204

Julia Ullrich (CRD# 7771523) is an Investment Advisor Representative working at Black Diamond Financial, LLC in Towson, MD and has 1 year of experience in the finance industry.

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