Unclaimed
Diane Booth Tuntland is a registered Investment Advisor Representative with Fraser Asset Management and Endowment Partners LLC, both of which are based in Las Vegas, NV. Diane has over 10 years of experience in the financial services industry. She holds a Series 65 license. Diane is a financial planner with a focus on providing investment management services to individuals and other investment advisors. Diane's firm, Fraser Asset Management, manages over $3 million in assets for individual clients.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NV
04/12/2019 - Present
Fraser Asset Management (LAS VEGAS NV)
IA
Issued 09/25/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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