Dianne Odom
Dianne Odom is a registered investment advisor at J. W. Cole Advisors, INC., based in Irmo, SC, with 25 years of industry experience. Dianne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
7921 Broad River Road, Irmo, SC, 29063
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2022Customer Dispute
October 2015Customer Dispute
June 2000Other Business ActivitiesSells Insurance
Dianne owns multiple rental properties and is the 100% owner of Dianne P. Odom CPA, LLC. She is also an independent insurance agent selling fixed insurance products, dedicating about 10-20% of her time, and runs DPO Wealth Management as a financial planning DBA, dedicating nearly full-time hours.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations29 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
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