DP
DP

Dianne Paroubek

23 Years of Experience
Flower Mound, TX
Broker

Dianne Paroubek is a registered investment advisor at Private Advisor Group, LLC, based in Flower Mound, TX, with 23 years of industry experience. Dianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

3411 Cross Timbers Road, Suite 200, Flower Mound, TX, 75028

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dianne operates Youngblood Wealth Management as a DBA for her LPL business, dedicating full-time hours. She also provides investment advisory services through Private Advisor Group, spending about two-thirds of her time on this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
February 2019 - Present · 7 yrs 3 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 5 mos
Previous Registrations
Independent Financial Partners
December 2015 - June 2019 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - December 2015 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - December 2015 · 8 yrs 4 mos
A. G. Edwards & Sons, INC.
May 2003 - August 2007 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
April 2003 - August 2007 · 4 yrs 4 mos
High Mark Securities, INC.Broker
July 2002 - March 2003 · 8 mos
State Registrations12 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.
Dianne Paroubek - Financial Advisor | TrueAdvisor