Dianna Burkholder is a registered investment advisor, based in Gretna, VA, with 20 years of industry experience.
Location
101 North Main St, Gretna, VA, 24557
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Dianna owns Light Money, a shell corporation for branding related to Wayfinder Wealth Management and the Lightmoney.com website, dedicating minimal time to it. She also serves as an officer and president of Wayfinder Wealth Management, a financial management company, dedicating about half her time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
Natcity Investments, INC.Broker
Great American Advisors, INC.Broker
Chase Investment Services CORP.Broker
State Registrations8 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.