Diana Avery is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fairburn, GA, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Fairburn, GA
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Diana operates under the DBA Avery Financial Services for her LPL business since 2017. This activity, which is investment-related, takes up more than full-time hours.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Wm Financial Services, INC.Broker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
PFS Investments INC.Broker
State Registrations7 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.