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
Lindy S. Diamond, Personal Financial Services
By the Numbers
-
Total Assets Under Management5MILLION
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Total Number of Accounts6ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lindy S. Diamond, Personal Financial Services
1
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.
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