Diana Colahan is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Allentown, PA, with 21 years of industry experience. Diana 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2851 South Pike Ave "D", Allentown, PA, 18103
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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.
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Diana is a registered investment advisor doing business as Private Advisor Group, charging wrap fees for advisory accounts and 401k plans, spending nearly full-time on this activity. She also provides administrative support to Pinnacle Advisor Group, another independent investment advisor firm, dedicating about half their time, and works as a notary, spending minimal time.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Harbor Lights Financial Group,inc
Royal Alliance Associates, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations1 state
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.