Diana Perez
Diana Perez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lanesville, IN, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lanesville, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Diana acts as grantor and co-trustee for a relative's account since 2011. She is also a trustee/co-trustee for a trust and is involved with Harrison Hills Baptist Church, spending minimal time on these activities outside of business hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Stanley
Morgan StanleyBroker
Private Client Services, LLCBroker
Private Client Services, LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations53 states
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