Diana Hallas (CRD# 6232234) is an Investment Advisor Representative working at United Capital Financial Advisors in Carnegie, PA and has over 9 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Carnegie, PA | Feb 2024 - Current | < 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Oct 2015 - Current | 8 |
| Mercer Allied Company, LP | Carnegie, PA | Sep 2022 - Nov 2023 | 1 |
| Goldman Sachs & Co, LLC | Carnegie, PA | Sep 2020 - Nov 2023 | 3 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2017 - Sep 2020 | 2 |
| Girard Securities | Carnegie, PA | Oct 2015 - Nov 2017 | 2 |
| Royal Alliance Associates, Inc. | Carnegie, PA | Jul 2014 - Oct 2015 | 1 |
| Select Financial Group, LLC | Carnegie, PA | Jan 2012 - Oct 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- OH
- PA
- TX
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Total Assets Under Management17,693MILLIONS
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Total Number of Accounts49,991ACCOUNTS
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Average Account Value$353,931
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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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