Diana BarreraCRD Number: 5773137
Current Firm: Lpl Financial LLC
Diana Barrera (CRD# 5773137) is an Investment Advisor Representative working at Lpl Financial LLC in Surfside, FL and has over 2 years of experience in the finance industry.
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Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Lpl Financial LLC||Surfside, FL||May 2022 - Current||< 1|
|New York Community Bank||Surfside, FL||May 2022 - Current||< 1|
|Evershore Financial Group||Boca Raton, FL||Jan 2021 - May 2022||1|
|Minnesota Life Insurance Company||St Paul, MN||Jan 2021 - May 2022||1|
|Securian Financial Services Inc.||St Paul, MN||Jan 2021 - May 2022||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Coral Springs, FL||Jun 2019 - Dec 2020||1|
|Bank Of America, N.a.||Coral Springs, FL||Jun 2019 - Dec 2020||1|
|Jpmorgan Chase Bank||Coral Springs, FL||May 2016 - Jun 2019||3|
|Jpmorgan Securities LLC||Coral Springs, FL||May 2016 - Jun 2019||3|
|Wells Fargo Bank Na||Coconut Creek, FL||Feb 2013 - May 2016||3|
|Wells Fargo Advisors, LLC||Coconut Creek, FL||Feb 2013 - May 2016||3|
|Broward College||Coconut Creek, FL||Jan 2008 - May 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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