Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Avery is a financial advisor with LPL Financial LLC. Diana has been in the industry since April 1996 and has held registrations in several states. She holds the Series 6, 7 and SIE licenses. Diana is also a Certified Financial Planner. Diana has previously been employed with VALIC Financial Advisors, Inc., WM Financial Services, Inc., CitiStreet Equities LLC, PFS Investments Inc. and USA Financial Securities Corporation. Diana's office is located in Fairburn, GA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
01/31/2024 - Present
LPL Financial LLC (FAIRBURN GA)
GA
02/14/2017 - 01/02/2024
USA FINANCIAL SECURITIES CORPORATION (Atlanta GA)
GA
07/20/2006 - 02/16/2017
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
06/29/2005 - 07/03/2006
WM FINANCIAL SERVICES, INC. (PEACHTREE CITY GA)
NJ
06/24/1999 - 06/01/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
GA
08/11/1994 - 12/31/1997
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Diana Avery is the right advisor for you? Invested Better is here to help.
