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Diana Leigh Douglas

Churchill Financial, LLC

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About Diana Leigh Douglas

Diana Leigh Douglas is a Registered Representative with Churchill Financial, LLC. Diana has been in the industry since 2023. Diana is licensed to provide financial services in Kentucky. Diana holds the Series 7TO, Series 63 and SIE licenses. Churchill Financial, LLC is a registered investment adviser that offers financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Diana Douglas is currently registered with Churchill Financial, LLC. Churchill Financial, LLC is a Limited Liability Company, registered with the SEC and in 20 states, offering portfolio management for individuals and businesses. Formed in 1995, the firm manages approximately $281,569,253 in assets for 219 clients, primarily high-net-worth individuals and individuals other than high-net-worth. The firm has 7 investment adviser representatives and 5 adviser reps for other investment advisers.

$281.57M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Diana Douglas’s Registration & Firm History

KY

07/03/2023 - Present

Churchill Financial, LLC (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 10/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diana Leigh Douglas.
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