Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diane? Claim Your ProfileDiane McCracken is a financial advisor who has been active in the industry since 1994. Diane has a broad range of experience working with both individual and institutional clients. Diane currently works at Westhill Financial Advisors, Inc. based in San Rafael, California. Diane has previously worked at Cambridge Investment Research, Inc., AXA Advisors, LLC and The Equitable Life Assurance Society of the United States.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
03/11/2010 - Present
Westhill Financial Advisors, Inc. (SAN RAFAEL CA)
CA
01/19/2007 - 07/14/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAFAEL CA)
CA
09/27/1994 - 01/22/2007
AXA ADVISORS, LLC (SAN RAFAEL CA)
NY
09/27/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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