Diana Mcbride
Diana Mcbride is a registered investment advisor at Lincoln Investment, based in Syracuse, NY, with 27 years of industry experience. Diana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
General Exchange Building, 3532 James Street Ste. 108, Syracuse, NY, 13206
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2016Employment Separation After Allegations
July 2014Judgment / Lien
September 2008Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations4 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
- Christopher HarrisLincoln Investment
- David Rutkowski, CFPLincoln Investment
- Daniel Grijalva, CFPCitizens Securities, INC.
- Daniel Esford, CFPReagan Companies Asset Management, INC
- Leyla Morgillo, CFPCommonwealth Financial Network
- Kevin Visconti, CFPCommonwealth Financial Network