Diane Eshelman is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Clearwater, FL, with 25 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
Clearwater, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diane operates Puzzle Wealth Solutions and Gladstone Wealth Partners as DBAs for her LPL business. She also owns rental real estate in Clearwater, FL, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations12 states
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