Diane Alexander is a registered investment advisor, based in Greeley, CO, with 23 years of industry experience.
Location
5801 West 11st Street, Suite 300, Greeley, CO, 80634-4813
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Diane is an independent insurance agent for various insurance companies. She also serves as president of D&D Bigge Inc and trustee for Anderson & Whitney PC's 401(k) plan, and treasurer for Success Foundation, and successor trustee for Wen Baldwin Seperat Property Trust.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Wealth Advisors Network, INC.
Previous Registrations
Wealth Advisors of Colorado, LLC
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations9 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.