Diane Parmele is a registered investment advisor at D.A. Davidson & CO., based in Winston Salem, NC, with 38 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
370 Knollwood St, Suite 100, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Diane is a notary public, notarizing documents for customers. This activity takes minimal time each month.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Independent Advisor Alliance, LLC
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LPL Financial LLC
Wells Fargo Advisors, LLC
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A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
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Dean Witter Reynolds INC.Broker
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State Registrations44 states
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