Diane Marr is a CFP-designated registered investment advisor at Edward Jones, based in Puyallup, WA, with 38 years of industry experience. Diane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
13613 Meridian Ave E Suite 230, Puyallup, WA, 98373
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2001Other Business Activities
Diane is a partner or member in multiple rental property businesses (Romad LLC and others) located in Washington, Utah, and Florida. She spends minimal time on these activities, primarily maintaining the properties or making a few phone calls per year.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Murphey Favre, INC.Broker
First Investors CorporationBroker
State Registrations25 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.
Exams
More Advisors
- Robert Bruce, CFPEdward Jones
- Blair Sexton, ChFCEdward Jones
- Artell Whitaker, ChFCEdward Jones
- Sean Hummel, CFPXypn Sapphire
- Stanislav Poltavets, CFARBC Capital Markets, LLC
- Alan Gammel, CFPHorizons Sustainable Financial Services, INC.