linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Steven Jay Diamond

Advisor Resource Council

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Steven? Claim Your Profile

About Steven Jay Diamond

Steven Diamond is a financial advisor who has been in the industry since 1996. Steven is registered with Advisor Resource Council and LPL Financial. Steven has a broad range of experience, including portfolio management for individuals and businesses, financial planning, and pension consulting. Steven is a Certified Financial Planner, and Steven holds a Series 7, 24, 63, and SIE license. Steven also has experience in real estate and insurance. Steven has worked with clients of all sizes, including high-net-worth individuals, corporations, and pension funds. Steven is committed to providing clients with personalized financial advice and services.

Firm Information

Steven Diamond is currently registered with Advisor Resource Council. The Advisor Resource Council is a Dallas, TX-based firm with 91 investment adviser representatives and $2.45 billion in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisers. They are also a registered investment adviser with the SEC.
Advisor Resource Council

15110 DALLAS PARKWAY

DALLAS, TX 75248

$2.45B

Assets Under Management

11

Total Clients

75

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Steven Diamond’s Registration & Firm History

TX

06/12/2012 - Present

Advisor Resource Council (Dallas TX)

TX

06/23/1999 - 12/06/2002

PROSPERA FINANCIAL SERVICES, INC. (DALLAS TX)

MO

12/06/1996 - 07/07/1999

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

Not sure if Steven Jay Diamond is right for you?

Licenses & Designations

BC

Issued 12/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Jay Diamond.
Not sure if Steven Jay Diamond is right for you?