Diana Decharles is a CFP-designated registered investment advisor, based in Shreveport, LA, with 40 years of industry experience.
Location
2020 Line Avenue, Shreveport, LA, 71104-2125
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diana owns and operates DeCharles Family LLC, a real estate business, and also provides notary services to existing clients. She is also an investment advisor and manager at Pinnacle Asset Management Group, dedicating full-time hours to this role, and sells fixed insurance products through Vanbridge and Osaic Wealth.
Employment History
Current Registrations
Kovack Securities INC.
Kovack Securities INC.Broker
Pinnacle Asset Management Group, Corporation (INC.)
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Pinnacle Asset Management Group, Corporation (INC.)
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.