Lindy S. Diamond, Personal Financial Services

Lindy S. Diamond, Personal Financial Services (CRD# 112036) is a financial advisory firm headquartered in , . They manage $4,872,159 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $812,027
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Lindy S. Diamond, Personal Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Lindy Diamond, financial advisor San Marcos CA
Lindy S. Diamond
CRD#: 2974583
San Marcos, CA

Lindy Diamond (CRD# 2974583) is an Investment Advisor Representative working at Lindy S. Diamond, Personal Financial Services in San Marcos, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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